Notifications and Audit

Notifications help users stay aware of work. Audit logs help admins review important changes.

Navigation

• Notifications: /settings/notifications
• Audit Log: /settings/audit

Notification Channels

Notifications can use channels such as:

• In-app.
• Email.
• Slack, when connected.
• Push notifications, when enabled.

Common Notification Events

Notification types can include:

• Task assigned.
• Task due soon or overdue.
• Task status changed.
• Approval requested or decided.
• Invoice, expense, credit, or time workflow updates.

Audit Logs

Audit logs record important system activity such as:

• Created, updated, deleted, restored, or archived records.
• User and role changes.
• Settings changes.
• Integration and automation changes.
• Billing or finance-related actions.

Common Workflows

Update Notification Preferences

1. Open Settings > Notifications.
2. Choose the event type.
3. Enable or disable channels.
4. Save changes.

Review Audit History

1. Open Settings > Audit Log.
2. Filter by entity, user, date, or action.
3. Open details to understand what changed.
4. Export when needed for review or compliance.

Related Docs

• Automations and Approval Chains
• Users, Roles, and Teams
• Integrations