Inbox and notifications

Click the Inbox button in the top row of the left sidebar. The number on the button is how many items you haven't read. The Inbox opens in place of the sidebar menu. On a computer, click the Inbox button again or press Esc to go back to the menu.

What shows up in the Inbox

• Tasks: someone assigns you a task, a task is due today, or a task is overdue
• Comments: someone comments on a task or page you're involved in
• Money: an invoice is issued, a payment is received or recorded, an invoice is voided or refunded, and invoices that are due or overdue
• Client replies: a client accepts or declines a proposal, signs or declines a contract, or books, reschedules or cancels an appointment
• Payment reminders: the final reminder step needs to be sent by hand, a client viewed the bill but hasn't paid, or a reminder couldn't go out because the client has no email
• Failed sends: a document or invitation email you sent couldn't be delivered
• Team: someone joins the team, a member's end date is near or has passed, someone shares a page with you, or someone asks for view access to your page
• Approvals: a document is waiting for approval, or one you sent for approval was approved or sent back
• Secrets: items that are about to expire or have expired

You only get notified about things you have permission to open, and never about things you did yourself.

Read and manage items

• Click an item to open it. It's marked as read automatically
• Hover over an item to Mark as read, Mark as unread or Archive it
• The buttons at the top of the Inbox can Mark all as read or Archive all in one go
• The filter button switches between Unread and read, Unread and Archived
• Bring an archived item back with Unarchive

Page access requests

When someone asks for view access to your page, the Inbox item has Allow viewing and Deny buttons. Allowing it shares the page with them as view only.