Creating In-App Notifications
This section describes the process of creating notifications for in-app alerts and reminders within the application. These notifications are designed to ensure that users stay informed about important tasks and deadlines, thereby improving productivity and task management.
You can create a variety of tasks and assign them to individual users or user groups. The in-app notification feature allows for efficient task delegation and tracking within the system. When a task is assigned, the respective user or group receives an in-app notification. This prompt ensures they are immediately aware of the new assignment and can take the necessary actions promptly.
For example, consider a scenario where you need to complete the approval process for a specific contract. You can create multiple tasks that outline the steps required for the approval. These tasks might include reviewing the contract, making necessary amendments, obtaining signatures, and finalizing the document. You create and assign respective tasks to the relevant users or groups responsible for each step. Each assigned user will receive an in-app notification, prompting them to complete their respective task and move the process forward.
Benefits:
- Timely Alerts: Users are promptly informed about new tasks and updates.
- Improved Coordination: Clear assignments and notifications enhance collaboration among team members.
- Accountability: Users are held accountable for their assigned tasks, as they receive reminders and status updates.
- Efficiency: Streamlined task management and notifications lead to more efficient completion of tasks.
Prerequisites
- The in-app notification feature flag is ON. Contact the Product Engineering team to enable the feature flag.
To create an in-app notification
Once the notification is triggered, users can manage their notifications by using the notification (bell) icon located at the top right of the screen. The Bell icon provides quick access to all notifications and helps users stay on top of important updates and tasks. Unread notifications are highlighted with a white background, making them easily distinguishable from read notifications.
Each notification is linked to the related record or object, providing direct access to the pertinent details. Clicking on a notification redirects the user to the related detail page. This allows users to quickly review the relevant record or object associated with the notification. Users can filter notifications to see only unread, read, or both. Clicking a notification marks it as read, but users can manually change the status of notifications back to unread if further action or review is needed. This helps in keeping track of ongoing tasks or follow-ups.