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Notifications

Truss's new Notifications feature will fully replace Action Items in the coming days. Learn how they work! We recently introduced a new Notifications system (aptly named Notifications) within Truss.

Don't like notifications? Don't worry, for now, you can always switch back to Action Items by clicking "Disable for now, and go back to Action Items":

However, please leave us some feedback, we want to make improvements!

🔎 Locating Notifications 

Look for the bell icon in the top-right:

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📈 Updated Functionality

  • By default, upload notifications will not be generated until the client clicks Send for Review or marks all Tasks as done, indicating they are ready for you to review their work.

    • After this phase, all future uploads will immediately create a notification, facilitating a back-and-forth review process.
    • If a user wishes to have all upload notifications, they must go into My Settings > Notification Settings and check "Send Even if Project Not Sent for Review".

Note: Comments from clients will ALWAYS generate an immediate notification, as will Firm drop-offs from clients, just as with Action Items.

 📝 Form Notifications

  • Forms completed through Typeform, including the Client Intake Questionnaire, will now generate notifications as long as you subscribe to them. To subscribe, open My Settings > My Notifications and scroll to the bottom, clicking on the "X selected" drop-down to subscribe to specific forms.

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🔼 Updated Contact Information Notifications

Now when clients update their personal information, like through the Contact Verification, the notification will outline the prior data and what it was changed to, allowing you to verify when the information has changed and to what. 

This can be especially helpful if the client accidentally updates information and overrides their old information, as you can retrieve it quickly!

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↗️ Forwarding Notifications

You have the ability to forward notifications you have received to other users in the firm. Click the Forward arrow on the right and select the user you wish to send the notification to. 

Once it has been forwarded, a forward tag will appear displaying who it was forwarded to. You can hover over it to see the date and time.

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We will be rolling out some additional functionality as well:

  • Project Watchers will get their own notifications on projects that they are watching, when files are uploaded or comments are made.

  • We will create other types of notifications such as when a question is answered on a project or when esignatures are signed.