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Profile & Business Settings

Last Update 2 dagen geleden

Business Settings Overview Multiple Businesses in TalleFlow Notifications Profile Settings System Emails

Notifications

Vaasu Guduguntla

Last Update 21 dagen geleden

✨ Overview

Notifications keep you in the loop in real time.

Anytime something important happens in your business, TalleFlow can notify you instantly so you're never out of sync with your clients, projects, or team.

Instead of constantly checking everything manually, you'll get updates the moment things happen.

📍 Where to Find It

Go to: Business Settings → Alerts & Reminders → Notifications

From here, you can control exactly what you want to be notified about and how you receive those updates.

👉 You'll see a list of notification types with toggles for:

  • In-App notifications
  • Email notifications

⚡ What Notifications Cover

Notifications are triggered by real-time activity across your workspace.

💬 Client & Communication

  • Client email received
  • Messages sent within projects

📥 Leads & Forms

  • New lead created
  • Form or questionnaire submitted

📄 Documents

  • Documents completed
  • Contracts signed
  • Files updated

✅ Tasks & Workflows

  • Task assignments

⚠️ Project Activity

  • Conflicting project dates

🤝 Community Activity

  • Friend requests sent or received
  • New members joining your community
  • Join requests and approvals
  • New posts, comments, likes, and reactions

👥 Client Actions

  • Client added to a project

Everything that matters, in one place.

    ⚙️ How It Works

    Each notification type has its own controls.
    For every event, you can choose:

    • In-App — Get notified inside TalleFlow while you're working
    • Email — Get notified directly in your inbox

    Turn on both if you want full visibility, or keep it minimal if you prefer less noise.

      🎯 Example Setups

      Here are some smart ways to configure notifications:

      • Turn on email alerts for new leads so you can respond fast
      • Keep task assignments in-app only to avoid inbox clutter
      • Enable both for document activity so you never miss a signed contract
      • Turn off community notifications if you want a quieter workspace

            Make it work for your flow, not against it.

              🚀 Why This Matters

              Speed = money in service businesses.
              The faster you:
              • Reply to a lead
              • See a signed contract
              • Catch a client message
              The more professional and responsive you look.
              • Notifications help you:
              • Stay responsive without hovering over the app
              • Catch opportunities instantly
              • Keep everything moving forward
                🧠 Pro Tips

                • Don't turn everything on. That's how you get notification fatigue
                • Prioritize high-value events like leads, documents, and messages
                • Use email for urgency, in-app for awareness
                • Pair with System Reminders to cover both real-time and follow-ups

                🔄 Notifications vs Reminders

                Quick cheat code:
                • Notifications = Something just happened
                • Reminders = Something needs your attention
                Use both together and you're basically unstoppable.

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