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Notifications Drawer

Last Updated: February 4, 2026
Document ID: UG-NOTIFICATIONS-001
Version: 1.0

Overview​

The Notifications Drawer provides real-time updates about case activities, task assignments, and important events across Conduit. It is accessible from anywhere in the application via your user avatar, ensuring you never miss critical updates.

What You'll Learn​

  • How to access the Notifications Drawer from your user avatar
  • How to view and manage notifications (read, unread, archived)
  • How to filter notifications by status
  • How to navigate directly to cases from notifications
  • Understanding notification types and indicators

Key Terms​

TermDefinition
Notifications DrawerRight-aligned panel displaying alerts and updates about cases and tasks
Unread NotificationNew notification indicated by a golden bell icon
Read NotificationViewed notification indicated by a gray bell icon
Archived NotificationNotification moved to archive storage for later reference

How To Use​

Accessing the Notifications Drawer​

Location: Top right corner of the screen, next to your user name

Steps:

  1. Locate your user avatar in the top right corner (to the right of your user name)
  2. To the right of your avatar, you'll see the Logout button (open door icon with arrow pointing right)
  3. Click on your avatar to open the Notifications Drawer
  4. The drawer slides out from the right side of the screen
  5. The rest of the screen dims to gray to focus attention on the drawer

To close the drawer:

  • Click outside the drawer on the grayed-out screen area, OR
  • Click your avatar again, OR
  • Click the close icon (X) in the drawer

Global Availability: The notifications drawer is accessible from:

  • Dashboard (all tabs)
  • Case Pages
  • Process Insights
  • Locations
  • Directory
  • Any other page in Conduit

Understanding Notification Indicators​

Bell Icons:

  • Golden bell icon (🔔) - Unread notification requiring your attention
  • Gray bell icon - Read notification you've already viewed

Visual Changes:

  • When you read a notification, the bell icon changes from golden to gray
  • Read notifications move to the bottom of the notification list

Notification Types​

Notifications may include:

  • Welcome - Onboarding and system welcome messages
  • Task Started - Notification when a task has been initiated on a case
    • Example: "Task 'Confirm Consumer Location' has been started on the case"
  • Task Completed - Notification when a task is completed
  • Task Assignments - When a task is assigned to you
  • Case Updates - When cases you're involved with are modified
  • Deadline Reminders - Upcoming or past due deadlines
  • Team Activity - When team members take actions on shared cases

Notification Details:

Each notification displays:

  • Bell icon (golden for unread, gray for read)
  • Date notified - When the notification was created
  • Description - Details about the event or action

Filtering Notifications​

Filter Menu (Hamburger Icon):

Located at the top of the drawer, the hamburger menu (☰) shows the current filter status:

  • "Unread & Read" - Shows all notifications that haven't been archived
  • "Archived" - Shows only archived notifications

To change filters:

  1. Click the hamburger icon (☰)
  2. Select your desired filter option:
    • View unread and read notifications together
    • View archived notifications

Managing Notifications​

Bulk Actions (Tray Icon)​

Located to the right of the hamburger menu filter, the tray icon provides bulk management options:

Available actions:

  • Mark all as read - Marks all visible notifications as read (changes all golden bells to gray)
  • Archive all - Moves all visible notifications to the archived folder

To use bulk actions:

  1. Click the tray icon at the top of the drawer
  2. Select your desired action from the menu

Individual Notification Actions​

To interact with a single notification:

  1. Hover over the notification you want to manage
  2. A 3-dot menu (⋮) appears in the top right corner of that notification
  3. Click the 3-dot menu to see available actions:
    • Mark as read (if unread) - Changes bell icon from golden to gray and moves notification to bottom
    • Mark as unread (if already read) - Changes bell icon back to golden
    • Archive - Moves notification to archived folder
    • Go to case - Opens the related Case Page directly

💡 Tip: Use "Go to case" to quickly navigate to the case mentioned in the notification without searching.

Reading Notifications​

Marking as Read:

  • Method 1: Hover over a notification and click the 3-dot menu → "Mark as read"
  • Method 2: Use the bulk action "Mark all as read" from the tray icon

What happens when marked as read:

  • Bell icon changes from golden (🔔) to gray
  • Notification moves to the bottom of the list
  • Notification remains accessible in "Unread & Read" filter view

Archiving Notifications​

When to archive:

  • Notifications you've addressed and no longer need to see
  • Old notifications you want to clear from your active list
  • Reference information you may want to access later

How to archive:

  • Individual: Hover over notification → 3-dot menu → "Archive"
  • Bulk: Tray icon → "Archive all"

Accessing archived notifications:

  1. Click the hamburger menu (☰)
  2. Select "Archived" filter
  3. View all previously archived notifications

Tips & Best Practices​

💡 Stay Organized:

  • Check notifications regularly to stay updated on case activities
  • Mark notifications as read after reviewing them
  • Archive old notifications periodically to keep your list manageable
  • Use the "Unread & Read" filter as your default view

💡 Quick Navigation:

  • Use "Go to case" from the 3-dot menu to jump directly to relevant cases
  • Hover over notifications to quickly access the action menu
  • Use bulk actions when you have many notifications to process

💡 Priority Management:

  • Golden bell icons indicate new information requiring attention
  • Check notifications at the start and end of each workday
  • Use notifications to prioritize urgent work (past due deadlines, new assignments)

Common Issues & Solutions​

Can't Find a Notification​

Problem: You saw a notification earlier but can't find it now.

Solution:

  1. Check if it was marked as read (look at the bottom of the notification list)
  2. Check the "Archived" filter if you or a bulk action archived it
  3. Scroll through your notification list—read notifications appear at the bottom

Too Many Notifications​

Problem: Your notification drawer is cluttered with old notifications.

Solution:

  1. Use the tray icon → "Mark all as read" to clear unread indicators
  2. Review old notifications and use "Archive" to clean up your list
  3. Consider archiving notifications after addressing them

Notification Drawer Won't Open​

Problem: Clicking your avatar doesn't open the drawer.

Solution:

  1. Try refreshing the page (F5 or Cmd/Ctrl + R)
  2. Ensure you're clicking directly on your avatar (not the user name text)
  3. Clear your browser cache if the problem persists
  4. Contact support if issues continue

Frequently Asked Questions​

Q: Do notifications disappear after I read them?​

A: No, read notifications remain in your drawer. They move to the bottom of the list with a gray bell icon. You can archive them if you want to remove them from the active view.

Q: How do I know if I have new notifications?​

A: Golden bell icons (🔔) indicate unread notifications. Once you mark them as read, they turn gray.

Q: Can I restore an archived notification?​

A: Archived notifications remain accessible in the "Archived" filter view. Contact your administrator if you need to move a notification back to your active list.

Q: What's the difference between "Mark as read" and "Archive"?​

A:

  • Mark as read - Keeps the notification in your drawer but changes the bell to gray and moves it to the bottom
  • Archive - Removes the notification from your active view and stores it in the "Archived" filter

Q: Will I get notified about every task on every case?​

A: You'll receive notifications for tasks and cases you're involved with, including assignments, completions, and important updates. Notification settings may be customizable by your organization.

Epic: CF-1789 - Important Features (Priority 2)
Feature: Notifications