How to Use In-App Notifications
The new in-app notifications keep you on top of everything that matters in Advocate. From task assignments to mentions to important case updates, your notifications are now organized in one centralized place - so you never miss a critical update.
What is the Notification Inbox?
The Notification Inbox is your personal activity feed within Advocate. It brings together all task updates, case changes, and mentions related to your work, helping you respond faster and stay aligned with your team.
With the Notification Inbox, you can:
View all notifications in one place
See what’s new at a glance with the unread badge
Quickly scan updates with clear timestamps and summaries
Mark notifications as read individually or all at once
Filter notifications by read/unread status
Where to Find Your Notifications
You can access the Notification Inbox from anywhere in Advocate:
Click the Notifications icon in the top navigation bar.
The unread counter will show how many new notifications you have.
Select the icon to open your inbox and review your updates.
Types of Notifications You’ll Receive
Notifications are automatically generated based on activity in tasks and cases you’re involved with.
Type | Event Trigger |
|---|---|
Tasks | Assigned a task |
Mentioned in a task comment | |
Task reassigned | |
Task flagged | |
Task due date changed | |
Task cancelled | |
Cases | Added as a case owner |
Mentioned in a case comment | |
Case asset modified | |
Insurance contact(s) updated | |
Document(s) added to a case |
These notifications are updated in real time, ensuring that you always see the latest changes.
Key Features of the Notification Inbox
Feature | What It Does |
|---|---|
Unread Counter | Shows the number of new notifications at a glance. |
Read/Unread Status | Tracks which notifications you’ve already reviewed. |
Notification Retention | Stores up to 3 months or the 200 most recent notifications. |
Timestamps | Displays relative time (e.g. “5 minutes ago”) for every notification. |
Filter by Read/Unread | Lets you focus on new notifications or review past updates. |
Notification Summary | Provides a concise title so you can quickly scan your feed. |
View Details | Click any notification to view the related task or case update in context. |
Auto-Mark as Read | Notifications are marked as read once opened. |
Mark All as Read | One click to clear your unread notifications. |
Daily Summary Email | (Optional) Receive a daily email with a summary of your recent notifications. |