Notifications

​

Overview

Notifications help you keep track of items that need review, items InvestSync has handled, and activity that may need a team member to check. Use the bell icon for a quick view, or open the dedicated Notifications page for the full list across your organisations. Planning activity is included in notifications. When someone tags you in a shared planning note or reply, InvestSync sends an email and adds an in-app notification that opens the related thread. When a shared planning note reminder becomes due, InvestSync also notifies the selected teammates. Private planning threads do not send mention or reminder alerts to other people.

​

Open notifications

Select the bell icon in the top bar to see recent notifications. The bell shows unread items across your organisations, so you can spot important activity without switching workspaces first. Select View all notifications to open the account-level Notifications page. This page stays focused on your notifications, even when you move between workspaces. When you are using InvestSync, new in-app notifications can appear straight away as a small toast. Select the toast to open the item it relates to, such as an email item awaiting approval. If your connection drops, InvestSync reconnects automatically and refreshes the list when new activity arrives.

​

Review across organisations

The Notifications page groups activity by organisation. Use the organisation list to focus on one organisation, or keep All organisations selected to review everything together. Each notification shows:

• The organisation it belongs to.
• The type of activity.
• The title and summary.
• When it was received.
• Whether it is unread.

For planning mentions and reminders, the summary shows the thread topic and enough context to decide whether to open it straight away.

​

Work through unread items

Use Unread only to focus on items that still need attention. Select Open when a notification links to related work, such as an email item awaiting approval. InvestSync marks the notification as read when you open it. Use Mark read for an item that does not need further action. Use Mark all read when the visible list has been reviewed.

​

Notification preferences

Open the bell icon and select the settings button to manage preferences for the current organisation. You can choose whether each notification type appears in the app and whether email notifications are sent immediately, as a digest, or not at all. Preferences are saved for you and the current organisation only. Email notifications include a button that opens the related item in InvestSync, such as a planning task or note reminder. If you are not already signed in on that device, InvestSync asks you to sign in first and then continues to the item. Planning mention preferences control whether those tags appear in your in-app notifications. Mention emails are still sent when you are tagged in a planning note thread that has email notifications enabled. Note reminder preferences control the alerts sent when a scheduled planning reminder becomes due. Leave email set to Immediate when reminders should arrive at the due time.

​

Good practice