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Quick Guide on how Notifications work in SuperOkay
Quick Guide on how Notifications work in SuperOkay

How notifications work, what actions trigger them, and where are they delivered for bot you and your clients?

Radu avatar
Written by Radu
Updated over a week ago

Notifications about important things happening on your Client Portal in SuperOkay are broadcasted over Channels.

Where are notifications delivered?

Quick Guide on how Notifications work in SuperOkay

The Channels available today are:

  1. Inbox

    1. Your Inbox tab on the main app navigation. Here you'll see all new activity that was not performed by yourself. Eg.: if you upload files to the Shared folder, you won't see a notification about them here.

    2. The Activity tab on any project shows filtered notifications that apply just to that project

    3. The Activity tab on a Folder, Doc, or File shows filtered notifications that apply just to that document

  2. Project Timeline

    1. These are notifications your clients will also see as part of the Timeline module.

    2. They include all events that would otherwise also generate an email notification and should be visible to the client.

  3. Email

    1. For some events, we also send out an email notification either to your team, or to your client contacts.

What are the actions that trigger a notification?

Quick Guide on how Notifications work in SuperOkay

Action

Channels

Who gets it?

🗂️ Docs & Files

A folder, doc, or file from within the 🌍 Shared folder changes status.
*Includes "Approved" events, and "Drafted" events where the doc changes back to "No Status"

✅ Inbox

✅ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

New folders, docs, or files are uploaded or moved to a project's 🌍 Shared folder.
*Either by a team member, or by a Client Contact. No notifications are generated by docs created outside the Shared folder.

✅ Inbox

✅ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

New Docs are added to your Organization's Library

✅ Inbox

❌ Project Timeline

✅ Email

✅ Your Team

❌ Client Contacts

🔗 Public Links

A Public Link is viewed for the 1st time

✅ Inbox

❌ Project Timeline

✅ Email

✅ Your Team

❌ Client Contacts

A Public Link is viewed

✅ Inbox

❌ Project Timeline

✅ Email

✅ Your Team

❌ Client Contacts

Q&A Content Blocks are answered on a Public Link

✅ Inbox

❌ Project Timeline

✅ Email

✅ Your Team

❌ Client Contacts

✔️ Action Items

An Action Item is created on a Project, Folder, Doc, or File

✅ Inbox

✅ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

An Action Item is assigned to a team member or a Client Contact after being created.

✅ Inbox

❌ Project Timeline

✅ Email

✅ The person it is assigned to

An Action Item is completed

✅ Inbox

✅ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

A completed Action Item is reopened

✅ Inbox

❌ Project Timeline

✅ Email

✅ Your Team

❌ Client Contacts

💬 Comments

A comment is added to a Folder, Doc, or File

✅ Inbox

✅ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

A comment is resolved

✅ Inbox

✅ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

A comment is reopened

✅ Inbox

❌ Project Timeline

✅ Email

✅ Your Team

✅ Client Contacts

❓Frequently Asked Questions:

Quick Guide on how Notifications work in SuperOkay

Why am I not seeing some notifications in the Inbox tab?

Notifications on actions you performed are not displayed in the Inbox tab. Otherwise, it would become quite noisy with notifications about stuff your jus did

Why do my clients get emails every time I add docs or files to the Shared folder?

The 🌍 Shared folder is your common space with your clients. Whenever something gets added there, it's assumed it is meant to be seen by everybody.

If you have work in progress docs & files, we would suggest working on them in a folder outside the 🌍 Shared folder, and moving them to Shared once you're ready for your client to see them.

For more guides on how to use SuperOkay visit our YouTube Channel and join our Facebook Community.

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