Notifications

Notifications tell you when something needs you: a task handed to you, a task about to go overdue, a deal of yours that moved, a meeting booked on your calendar. They collect on the Notifications page.

Open it with the bell at the right of the top bar. A dot on the bell means you have unread notifications. Everyone has their own notifications; nobody else sees yours.

What you’re notified about

Notification	When you get it	Can you turn it off?
New activity assigned	Someone else assigns you a task or other activity	Yes: Task assigned to me
Activity due soon	One of your open tasks is due within the next 24 hours	Yes: Task due soon
Activity overdue	One of your open tasks is past its due date	Yes: Task overdue
New opportunity assigned	Someone else makes you the owner of an opportunity	Yes: Opportunity assigned to me
Opportunity stage updated	Someone else moves an opportunity you own to another stage	Yes: My opportunity changed stage
New Meeting Booked	A meeting is booked on your calendar, for example through your booking link	Yes: Meeting booked
Calendar problem	Gabriel can’t read your calendar, so your booking links stop offering times	No
Autotask sync failure	A record couldn’t be sent to Autotask (admins only)	No
Automation	An automation your team built sends you a message	No

You’re never notified about something you did yourself: assigning a task to yourself or moving your own deal doesn’t create a notification.

Read and clear notifications

Click the bell in the top bar.
Click a notification to mark it read. Where there’s somewhere to go, it also opens it:
- Task notifications open Tasks.
- Opportunity notifications open the opportunity.
- A calendar problem opens Settings > Email & Calendar so you can reconnect.
- An Autotask sync failure opens the Sync tab of the Autotask settings.
To mark everything read, click Mark all as read.

Notifications are grouped under Today, Yesterday, This Week and Older. Unread ones are in bold with a colored bar on the left. Use the filters at the top to show All, Unread, Tasks or Opportunities.

Delete notifications

One: click the trash button at the right of the notification.
Several: tick the box beside each one, or tick Select all, then click Delete and confirm.

Deleting can’t be undone.

Choose which notifications you get

Go to Settings > Your preferences and open the Notifications tab.
Under In-app notifications, flip the switch for each kind. It saves straight away and only affects you.
Under Email, use Meeting booked email to choose whether you also get an email with the prospect’s details when a meeting is booked on your calendar.

Calendar problems, Autotask sync failures and Automations are always on. The first two report something that’s broken and needs fixing; the last is a message your team chose to send on purpose.

How it works

Due-soon and overdue checks run on a schedule. Gabriel looks for tasks due in the next 24 hours every six hours, and for overdue tasks every hour. Each task triggers each notification once.
Completed and cancelled tasks are left alone. Finishing a task before it’s due means you never get the overdue notification.
A calendar problem is sent at most once a day. It tells you which calendar Gabriel couldn’t read. Your booking links offer no times until the calendar can be read again, which is safer than risking a double booking.
The bell updates every minute. While the Notifications page is open it checks every 30 seconds, and a new notification also pops up briefly in the top right corner.
Turning a notification off stops new ones. Notifications you already have stay until you delete them.
The page loads 25 at a time. Click Load more at the bottom for older ones. Notifications are kept until you delete them.

Best practices

Keep Task overdue on. It’s the only alert that catches work slipping through, and it fires once per task, so it never nags.
Act on a calendar problem the same day. Until you reconnect in Settings

Email & Calendar, prospects who open your booking link see no times at all.
Use Mark all as read as a reset, not a habit. Read the Overdue and Action needed items first; marking them read doesn’t fix the task or the calendar behind them.
Turn off what you hear about another way. If you already get the Meeting booked email, the in-app Meeting booked notification is a duplicate; keep whichever one you actually check.
Managers: assign work in Gabriel, not by message. Assigning a task or an opportunity to someone notifies them automatically and leaves a record of who handed it over.
Workflow designers: send automation notifications sparingly. People can’t turn them off, so reserve them for things someone must act on.

Troubleshooting

I didn’t get an overdue notification. The task has to be assigned to you, still open, and past its due date. The check runs every hour, so allow up to an hour after it falls due.

I’m not notified when I assign myself a task. That’s by design; you only hear about things other people do.