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Notifications

CloseCore keeps you informed about your close work through email, Slack, Microsoft Teams, and/or Zoom. You choose which events you're notified about, and on which channels, from your notification settings page (user menu → Notifications).

Choosing your notifications​

On the Notifications page, each notification type has a checkbox for each channel you've connected. Enable the combinations you want, for example, review-note activity in Slack and a weekly summary by email.

To send notifications somewhere other than email, connect a messaging channel first: Slack, Microsoft Teams, or Zoom. Teams and Slack also let you sign off on tasks directly from the notification.

Notification types​

  • Task status change: a checklist item or reconciliation you follow changes status.
  • Reconciliation out of balance: a reconciliation assigned to you falls out of balance.
  • Auto task assignment: an assignment rule assigns a task to you.
  • Review note assignment: a review note is assigned to you.
  • Review note added: a task you follow or are assigned to gets a new review note.
  • New reply to review note: a note you created or replied to gets a reply.
  • Review note status change: a note you created is completed, closed, or reopened.
  • Transaction alerts: CloseCore detects a transaction matching an alert rule you set. See Transaction monitoring.
  • Late tasks digest: a daily or weekly summary of your past-due tasks.
  • Due soon digest: a daily or weekly summary of tasks coming due.
  • Close progress summary: a daily or weekly summary of the current period's progress.
  • Ready for review digest: a daily or weekly summary of tasks ready for your review and sign-off.
  • Daily due reminders: a daily reminder for incomplete tasks due that day.
  • Task dependency unblocked: a task becomes ready to work on after its dependency is completed.
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The exact set of notifications available to you depends on which features are enabled for your account.