The Basics

Notifications help you keep tabs on what's happening on your account, and we offer in-app notifications as well as emailed notifications and desktop notifications so that you're always in the loop.

You can always check Aisle Planner to see if there is a red notification badge towards the top right of your account, next to your name. It indicates that there are new things to read. Click on the notification badge to access your in-app notification center.

Your In-App Notification Center 

Click on the notification badge to open your notification center—you'll see three tabs: My Focus, All My Tasks and All Notifications. 

The My Focus Tab
When you click into the notification center, you're automatically dropped into the My Focus tab, which is designed to bring your attention towards
pressing tasks and new/unread notifications. 

Important To-Do's include those tasks assigned to you that are past due or have been starred. 

Learn more about clearing unread notifications in this My Focus tab here.

All My Tasks
This tab provides an overview of all your assigned tasks across all of your events, projects and leads. From this tab, you can mark tasks off as completed, set or adjust due dates, reassign tasks and add comments to specific checklist items.

Towards the top of the All My Tasks tab, you'll see a designated area for general tasksperfect for adding and keeping track of tasks that may not pertain to a specific project or lead. You can add tasks here, set due dates and assign tasks to others in your organization. Other members of your organization will only be able to see general tasks that have been assigned to them.  

All Notifications
This tab provides an ongoing list of ALL of your notifications. Notifications no longer shown in the My Focus tab of your notification center can be found here.

Notifications highlighted in yellow are new notifications that have not yet been read or marked as read.

Related Articles:

What Notifications Are Available?
Clearing Notifications
Adjusting / Turning Off Notifications

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