Notifications

Notifications

Notifications alert you in real-time about important events in your workspace: task assigned, upcoming deadline, quote signed, event confirmed… You control precisely what you receive and through which channel.

Where to configure

Path: Settings > Notifications

Each workspace member configures their own notification preferences. Settings are personal and don't affect other members.

Notification types

You can enable or disable notifications for each category:

• Task assigned — when a task is assigned to you by a teammate.
• Task due tomorrow — reminder the day before a task deadline.
• Event confirmed — when an event changes to Confirmed status.
• Event assigned — when an event is assigned to you as owner.
• Quote signed — when a client signs a quote — ideal for triggering invoicing.
• Mention — when you're mentioned in a note or comment.

Notification channels

Each category can be sent via one or both channels:

• In-app — notification within the Joinways interface (bell icon).
• Email — email sent to your personal address.

💡 For urgent actions (quote signed, task assigned), we recommend enabling both channels. For daily reminders (task due tomorrow), email alone is often enough.

In-app notifications

In-app notifications appear in the bell icon at the top of the interface. You can mark them as read or clear all. They are kept for 30 days.

Recommendations by role

Useful notifications vary depending on your role in the team. A salesperson needs alerts on every new lead, while an operations manager cares more about changes to confirmed events.

• Sales / Lead manager — enable notifications for new leads, automatic follow-ups, and quote acceptances.
• Operations manager — enable notifications for confirmed event changes, newly assigned tasks, and BEO updates.
• Manager / Owner — enable notifications for newly signed contracts, received payments, and monthly reports.

Best practices

Configure your notification preferences during onboarding to avoid being overwhelmed. Enable alerts for new leads and assigned tasks — these are the most time-sensitive. Disable low-priority notifications that don't require immediate action.

💡 Review your notification settings monthly. As your workflow evolves, so should your alerts.

Troubleshooting

Not receiving notifications?

Check that notifications are enabled for the relevant events in Settings > Notifications. Also verify your browser allows notifications from Joinways and that your device is not in Do Not Disturb mode.

Too many notifications?

Fine-tune your notification preferences in Settings > Notifications. You can disable specific notification types (e.g., task reminders) while keeping the ones that matter most (e.g., new lead alerts).

FAQ

Can I disable all notifications?

Yes, you can disable each category individually. However, we recommend keeping at least task assigned notifications active.

Are notifications shared with my team?

No, each member configures their own preferences. A task assigned notification is only sent to the person concerned.

Can I receive notifications on mobile?

Email notifications arrive on your phone via your email app. In-app notifications are visible in the mobile browser.

See also

• Manage your tasks
• Configure your team
• Security & access