Help centre · area
Inbox, tasks and notifications
Your messages, the jobs waiting for you and what you are told about.
6 guides, 35 answers. Search everything

Guides
- Choose which emails reach youSet routine emails to arrive each time, in a round-up, or not at all, and understand notices that remain on.Step by step · 5 answers
- Use your inbox of notificationsRead what needs you, mark notices as read, filter by kind and understand which alerts you cannot delete lightly.Step by step · 6 answers
- Read and reply to a text messageOpen a conversation, read the thread, write a reply and check whether it was delivered.Step by step · 6 answers
- Work through your task listSee everything waiting on you in one list, filter it by kind, open the work and keep the list clear.Step by step · 6 answers
- See your own progressRead your own figures for notes, evidence, planning and attendance, pick a period and see what was agreed with you.Step by step · 6 answers
- Choose who gets each emailSee every email the system sends, change who receives it, add your own words, preview it and check who gets what.Step by step · 6 answers
Questions people ask
Why can't I switch some notices off?
Some safeguarding and delivery-failure notices are always on, so important news is never missed.
More in “Choose which emails reach you”What is the difference between each time and a round-up?
Each time sends one email per event. A round-up gathers them into one email, hourly or daily at 7am.
More in “Choose which emails reach you”I changed a setting but still get emails.
Check you changed the email choice and not only the in-app one. They are separate.
More in “Choose which emails reach you”Do my choices change what colleagues get?
No. These choices are yours alone.
More in “Choose which emails reach you”Where do I see notices in the app?
In your inbox. The bell in the top bar leads there.
More in “Choose which emails reach you”Why is my inbox empty when I know I had a notice?
The inbox shows the last seven days. Older notices are kept but not listed.
More in “Use your inbox of notifications”Does Mark read finish the job?
No. It only clears the notice from your list. The work behind it still needs doing.
More in “Use your inbox of notifications”Can I delete a safeguarding alert?
Yes, from your own list, after confirming. The concern itself stays open until the right person closes it.
More in “Use your inbox of notifications”What is the difference between Needs you and For your information?
Needs you waits for an action from you. For your information is news you do not have to act on.
More in “Use your inbox of notifications”Can I choose which notices I get?
Yes, for most kinds. Open Settings, then Notifications. Some safeguarding notices cannot be switched off.
More in “Use your inbox of notifications”Why is there a Week plan approvals panel on my inbox?
It shows for DSLs and admins, who approve week plans before a manager sees them.
More in “Use your inbox of notifications”Why can't I find the SMS tab in my inbox?
Conversations open from their own link. If you have no link, ask the person who started the conversation.
More in “Read and reply to a text message”My text says Failed. What should I do?
Check the number is right and try again. If it still fails, contact the person another way and tell your admin.
More in “Read and reply to a text message”Is there a limit on how long a text can be?
Yes, 1,600 characters. The counter shows how many you have left.
More in “Read and reply to a text message”Does the other person see my name?
Texts do not carry your name unless you write it. Sign your message if they need to know who wrote it.
More in “Read and reply to a text message”Can I send a text without opening a conversation?
Not from this page. It is for replying to an existing conversation.
More in “Read and reply to a text message”Who can read these conversations?
People in your organisation who have access to this page. Treat them like any other record.
More in “Read and reply to a text message”Why do I have no tasks?
Nothing is waiting on you. New work appears as soon as it lands, and the page refreshes by itself.
More in “Work through your task list”Can I tick a task off myself?
No. A task clears when the work is done in its own place. Press Open and finish it there.
More in “Work through your task list”Why does a task for a colleague show on my list?
Managers see jobs that only a manager can do, such as sign-offs. Your own jobs are mixed in with them.
More in “Work through your task list”What does Pattern alert mean?
A nightly check noticed something worth a look. It is advice only. Open the record and use your own judgement.
More in “Work through your task list”How do I get an email when a task arrives?
Press Choose your emails. For each kind you can choose each time, a round-up, or none.
More in “Work through your task list”Why can't I see My progress?
Your organisation has to switch it on. Ask your manager if you would like it.
More in “Work through your task list”Why can't I see My progress?
Your organisation has to switch it on. Ask your manager if you would like it.
More in “See your own progress”Who else can see my figures?
Your manager sees the same figures when they support you. Colleagues do not.
More in “See your own progress”What counts as evidence?
A photo or document uploaded to the session. A session with none counts against the Evidence tile.
More in “See your own progress”Why does planning only show some weeks?
A week counts when every plan for it was first sent by Thursday 5pm the week before. Cancelled plans are left out.
More in “See your own progress”Can I change an action agreed with me?
No. Your manager records and closes actions with you. Ask them to change one.
More in “See your own progress”Does leave affect my figures?
Weeks you were away are marked so the trend is not unfairly pulled down.
More in “See your own progress”Who can change who gets an email?
Managers and admins by default. Everyone else sees a sentence saying who to ask.
More in “Choose who gets each email”Can I stop a safeguarding email going to someone?
That is set where categories are managed. The page tells you where. It will never leave a concern with nobody to receive it.
More in “Choose who gets each email”I added someone but they did not get the email.
Check the timing and any held-back setting. Then use By person to see what they are down to receive.
More in “Choose who gets each email”How do I see what an email looks like?
Open it and press See an example. Press Send me this example to get a copy.
More in “Choose who gets each email”Can I undo a change?
Yes. Press Put it back to return the email to how it was. See its history shows earlier changes.
More in “Choose who gets each email”Where do I find who gets the weekly summaries?
They are listed on this page. Their people are changed on the Tasks page, in the reminders panel.
More in “Choose who gets each email”