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Managing Your Notifications

Staying on top of your tasks, filings, and compliance deadlines starts with having the right notification settings in place.

Step 1: Access Your Settings

Click the gear icon (⚙️) on the top right corner > Select Preferences

👉 This is where all of your notification controls live.

 

Step 2: Explore Your Notification Settings

Once inside Preferences > Navigate to Notification Settings

  • Here, you'll see different types of notifications for each module:

 

You can enable alerts for:

  • When you are added to a task or a legal request

  • When a task is completed

  • New comments

  • Task status updates

  • Upcoming due dates

👉 For each, you can toggle:

  • Email notifications

  • In-app notifications

⚠️ Important: Notifications Are User-Based

Notifications are only sent to users who have them enabled. So if it is turned off, you will not receive alerts, even if something important is happening.

Best Practice Setup (Recommended):

To make sure nothing is missed:

  • Turn ON Email notifications

  • Turn ON In-app notifications

  • Keep notifications enabled for: Task Updates, Due Dates and Comments

📩 Annual Reports & Compliance Notifications

For workflows like Annual Reports, notifications are critical.

👉 These alerts are what trigger the process.

If notifications are not enabled:

  • You may not receive filing reminders

  • Your team may miss important deadlines

For a full walkthrough of how Annual Reports work end-to-end:

👉 Never Miss a Deadline: How to Master Your Annual Reports with Traact

This guide covers:

  • How notifications trigger filings

  • What happens after you receive an alert

  • How Traact completes the process for you

⚠️ Important Reminder (Compliance):

As explained in the Annual Reports guide, Traact initiates filings 20 days before the deadline, and if no updated information is submitted, filings will proceed using the previous data. This makes notifications essential to ensure accuracy.

Pro Tips:

  • Add a shared inbox (e.g., legal@ or compliance@)

  • Double-check your email is correct

  • Review settings regularly

🙌 Need Help?

If you’d like help setting this up for your team, feel free to reach out — we’re happy to walk you through it.