The Radar page is a convenient spot for Project Platform users to track all activity that happen across all projects like comments, tasks, alerts, and emails.
Setting Your Radar Notifications
On the Settings>Me>Notifications tab, you'll have the ability to set your notification preferences. You can choose what type of information will appear in the "New" section of your Radar, or choose to receive an email alert.
Navigating Radar
Once your notification preferences have been set, you can click "Radar" on the left side menu of your account to view the page.
Different notification types each have an individual icon and color for clarity.
Alerts are represented by a blue flag icon. These will display when projects are created, files are added, proposals are sent, etc.
Comments are represented by a purple comment icon. These include all comments made on the discussion pages of your projects, notes on Install tasks, comments on Service cases, etc. You can reply to Comments directly from within Radar by hovering your mouse over the comment and clicking the reply arrow. It's also possible to tag your team members in these comments.
Emails are represented by a green envelope icon. If you are utilizing the email sync feature, your email notifications will be displayed on the timeline with this icon. You can reply to Emails directly from within Radar by hovering your mouse over the comment and clicking the reply arrow.
Tasks are represented by an orange gear icon. These include Sales tasks, Install tasks, and Service case appointments. Sales tasks can be marked as completed, edited, or deleted directly within Radar by hovering your mouse over the task name.
Please note: Install tasks will not appear in the Radar timeline until they have been assigned a due date.
The top section of the Radar page is designated to new activity in your account. To clear a comment from the "New" section, you can click anywhere within the notification, and it will be marked as read, moving it to the lower section. To clear all comments from the "New" section, click on the "Mark All As Read" link at the top.
In the Timeline, you'll see all activity that's been recorded in your account.
You can filter what type activity you want to see in the timeline by using the filters in the menu. You can also choose to select multiple filters at the same time to further refine what appears on your timeline.
We hope that helps! Please reach out to us in Support Chat with any questions!