✨ Overview
Notifications keep you in the loop in real time.
Anytime something important happens in your business, TalleFlow can notify you instantly so you’re never out of sync with your clients, projects, or team.
Instead of constantly checking everything manually, you’ll get updates the moment things happen.
📍 Where to Find It
Go to:
Business Settings → Alerts & Reminders → Notifications
From here, you can control exactly what you want to be notified about and how you receive those updates.
👉 You’ll see a list of notification types with toggles for:
In-App notifications
Email notifications
⚡ What Notifications Cover
Notifications are triggered by real-time activity across your workspace.
💬 Client & Communication
Client email received
Messages sent within projects
📥 Leads & Forms
New lead created
Form or questionnaire submitted
📄 Documents
Documents completed
Contracts signed
Files updated
✅ Tasks & Workflows
Task assignments
⚠️ Project Activity
Conflicting project dates
🤝 Community Activity
Friend requests sent or received
New members joining your community
Join requests and approvals
New posts, comments, likes, and reactions
👥 Client Actions
Client added to a project
Everything that matters, in one place.
⚙️ How It Works
Each notification type has its own controls.
For every event, you can choose:
In-App
Get notified inside TalleFlow while you’re workingEmail
Get notified directly in your inbox
Turn on both if you want full visibility, or keep it minimal if you prefer less noise.
🎯 Example Setups
Here are some smart ways to configure notifications:
Turn on email alerts for new leads so you can respond fast
Keep task assignments in-app only to avoid inbox clutter
Enable both for document activity so you never miss a signed contract
Turn off community notifications if you want a quieter workspace
Make it work for your flow, not against it.
🚀 Why This Matters
Speed = money in service businesses.
The faster you:
Reply to a lead
See a signed contract
Catch a client message
The more professional and responsive you look.
Notifications help you:
Stay responsive without hovering over the app
Catch opportunities instantly
Keep everything moving forward
🧠 Pro Tips
Don’t turn everything on. That’s how you get notification fatigue
Prioritize high-value events like leads, documents, and messages
Use email for urgency, in-app for awareness
Pair with System Reminders to cover both real-time and follow-ups
🔄 Notifications vs Reminders
Quick cheat code:
Notifications = Something just happened
Reminders = Something needs your attention
Use both together and you’re basically unstoppable.