How to Use Notifications for Daily Workflow Review

Notifications are most useful when treated as a daily workflow signal, not only as passive alerts.

Who this is for

• all roles
• especially Onboarding, Support Agent, Org Admin, FDE, and approvers

Daily review process

A simple daily workflow is:

1. Open the notification bell 2. Check for unread assignment or approval items 3. Open the full Notifications page 4. Filter to unread 5. Review the most important workflow changes first 6. Open the linked work items 7. Mark items as read once you have handled or understood them

Best practice

Use notifications as your lightweight inbox, but do not rely on them alone. Open the related page and confirm the full work item context before acting.