Use Tasks and Notifications to stay informed about important account updates, portal announcements, new features, and changes such as Price Book requests, location status changes, or newly added locations.
The number of tasks or notifications received appears on each tab:
To learn more, watch the overview video or continue reading below:
Tasks
The Tasks tab provides a centralized view of all pending and completed action items for your account, including pending Price Book requests, vendor invitations, or user invitations.
Use the search bar or dropdown filters to find tasks by name, description, priority (Critical or High), or Created Date. Select More Filters to narrow results by task status or task type (i.e., Price Book Authorization or Price Book Setup)
Select View on a task to navigate directly to the page where the action must be completed:
After the required action is completed, the task status will update to Completed.
Notifications
The Notifications tab contains account messages, announcements, and updates. Search for notification by title, description or company name. You can also filter notifications by the date you received them (Created Date):
Select Read More to view the full message:
To manage individual notifications, use the options on the right side of the row to mark a notification as read or delete it:
To bulk edit notifications, select either Mark All as Read or Clear All (delete notifications) above the grid:
