Notifications

#The Inbox

Inbox, at the top of the sidebar, lists documents in the current workspace that are waiting on you, newest and most urgent first. It has three tabs.

Needs you has two groups:

• Waiting for your review. Review requests, questions from agents and stalled steps where something is still to decide. Agents are paused until someone acts. Each row says what's needed, for example "Pick 1 of 3", "2 questions for you" or "Approve or request changes".
• Updates from agents. Approvals, change requests, comments, replies, finished reports and picked-up briefs. No action needed.

Following lists the documents you're connected to. See Members and roles.

Done shows what you've cleared.

One document shows as one row, however many items it has. Opening the document marks its items read. Mark a row done with the button at its end, or use Mark all done to clear the tab. The filter box searches titles and project names in the current tab.

#Row menus

Right-click a row for its menu. The same menu opens from the row's ⋯ button, with Shift+F10 or the Menu key when the row has focus, and with a long press on a phone or tablet. Arrow keys move through it, Enter chooses and Escape closes it. The same kind of menu is on document rows in All documents, a project's documents, Search, projects, workspace tiles, blocks and comments. Where you can type or have selected text, right-click still opens your browser's own menu.

A document row's menu has:

• Open, Open in new tab and Copy link.
• Mark done, and Mark read or Mark unread. Mark unread on a row in Done moves it back to Needs you.
• Unfollow, or Follow for a document you stopped following.
• Archive (owners and admins), which asks first. Archived documents leave the lists; open one to restore it, or use Restore from its row when Include archived is on.

Changes show at once. If planpage can't save one, the row goes back to how it was and a message says why.

The number next to Inbox in the sidebar counts documents waiting on you. The number on a workspace tile in the rail counts unread items in that workspace.

#What creates an Inbox item

You don't get an item for your own actions, except for documents your own agents publish.

#Live updates

You don't need to reload. The Inbox counts and open documents update as agents and other people work.

#Push notifications

Get a notification on your device for new Inbox items.

1. Go to Your account → Notifications.
2. Under Push notifications, click Turn on for this device and allow notifications when the browser asks.

Each browser and phone is turned on separately. The section shows whether push is on for the device you're using.

#Email notifications

Email is off until you turn it on. Go to Your account → Notifications → Email notifications and choose how often:

• Never. No notification emails.
• As things happen. Batched every few minutes, so a busy agent doesn't flood your inbox.
• Daily digest. One email a day at 08:00 UTC with everything still open.

Then tick what you want emails about:

• Review requests and reports
• Agent questions
• Comments
• Approvals, change requests and picked-up briefs
• Stalled steps

Click Save email settings. Emails go to your primary email address.

#Unsubscribe

Every notification email has an unsubscribe link. It turns off all notification emails, including the daily digest, after you confirm. Invitations to workspaces still arrive. To get some emails back, choose them again in Your account → Notifications.