Notifications

This guide will explore how to set up notifications effectively to ensure your team stays informed without being overwhelmed by unnecessary alerts.

Managing Personal Notification Settings

Notifications in Trak can be customized both at a personal and organizational level. Here's how you can manage them:

  1. Personal Notification Preferences:

    • Access your notification settings by clicking on your profile under your name. Here, you can specify whether you prefer to receive notifications via email, SMS, or both.

      User-Specific Settings:

    • When creating or editing user profiles, administrators can set notification preferences tailored to each user. Choose between email, SMS, or both based on individual needs and responsibilities within the team.

Types of Notifications

Trak offers notifications for various activities to keep everyone informed about critical updates:

  • Task Allocations: Receive alerts when tasks are assigned to you.
  • Job Scheduling: Get notified when scheduled for a job or added to a job.
  • Communication Updates: Alerts for email replies or responses to text messages.
  • Quote Approvals: Notifications when quotes are approved.

Customizing Notification Settings

  1. Accessing Notification Settings:

    • Navigate to your profile and click on "Notification Settings" to configure preferences.

      Job Notifications:

    • Customize which job-related actions trigger notifications. For instance, manage alerts for email replies specifically to ensure relevant team members are informed.

      Notification Recipients:

    • Specify who receives notifications based on job relevance. Choose to notify admins or super admins only, ensuring notifications are targeted and effective.

      Fallback Notification:

    • Opt for a fallback option to notify all admins and super admins across the business if no specific users are assigned to a job. This safety net ensures critical information doesn’t go unnoticed.

Tailoring Notifications to Business Needs

  • Scalability: Whether you have a small team or a large workforce, customize notifications to suit your operational scale and complexity.
  • Specificity: Ensure notifications are directed only to those directly involved or responsible, minimizing unnecessary alerts.

Saving Settings

After configuring your notification preferences, remember to save your settings to apply them across Trak consistently.

Additional Notification Options

Explore other notification settings in Trak, such as alerts for timesheet submissions, API updates, job creation, and booking forms. Tailor these settings to meet specific needs and enhance operational efficiency.

Conclusion

For further assistance or to provide feedback on notification settings or any other feature, reach out to our support team via contact@trak.co or through the support bubble located on the platform’s bottom right corner.

Thank you for choosing Trak for your notification needs. We hope this guide helps you optimize your notification settings for seamless business operations.