Overview
Activate makes it easy to stay informed of your organization's progress. The notification window shows recent actions taken on the platform. You can optionally get these notifications emailed to you as a daily or weekly digest.
📣 Notification Types
Activate delivers notifications in two main ways:
1. Email Notifications
📬 Event-Based Notifications
Activate will send individual email alerts when specific actions occur:
- Task Activity: Updates, assignee changes, comments. This email goes to all Task Members.
- Mentions in Comments: Mentions in Activate work like @mentions in social media - just type @firstnamelastname in a comment to grab someone’s attention. This email goes to whoever is tagged.
- System Emails: Invitations, password resets, email verifications. This goes to a specific user.
✅ Daily Digest Emails
Activate also sends an automated email that provides an overview of what’s new and what’s coming up. It’s designed to give you a quick, personalized snapshot of your organization’s most relevant activity.
Users can choose between none, daily or weekly notification frequency in user settings:
Daily Digest emails cover the following topics:
- New and Updated Tasks from the past 24 hours
- Recently Uploaded Files
- Upcoming & Overdue Tasks (up to two weeks out)
- Recent Activity Feed (Top 10 events)
- Organization-Specific Links and navigational URLs
2. In-App Notifications
The in-app Activity Feed provides real-time updates directly inside Activate, including:
- Mentions in comments
- Task assignments and changes
- Deal modifications
- New Members being added to a Deal
- New Tasks being added to a Deal
- Team-related events
💡 Tips for Managing Notifications
- Adjust Frequency: You may be able to toggle between daily and weekly digests (check your user settings)
- Use Mentions Smartly: Tag teammates to bring them into the conversation
- Stay In-App: Your activity feed is always up to date and accessible
- Check Your Time Zone: Notifications are scheduled based on your profile's local time. Daily Digest emails are received between 7:00-7:59 AM, local time on weekdays only. Mondays will include any activity from the weekend.
- Timing: The system processes notifications immediately when the events occur. Assuming there are no system delays or issues, you should receive notifications close to immediately.
- Watch a deal: If you are a deal member, you will automatically be watching your deal, but if you want to get notifications about a deal you are not a member of, you can watch the deal. External members cannot watch deals they are not a part of.