Features Below Available To: ✅ Grow Plan ✅ Track Plan ✅ Free Plan
Stay informed and never miss an important update—Monograph offers both email and in-app notifications to help you stay on top of what matters, from project updates to time off approvals. Learn more about each one and how to manage them below.
In-App Notifications
To view in-app notifications, click the bell icon located on the left-hand menu, just below your firm’s logo. When there are unread notifications, a red badge will display the number of pending updates.
Clicking on a notification will open the related item, allowing you to take action quickly and keep things moving.
Notifications are grouped by timeframe for easier navigation:
Today - Will show as minutes and hours
This Week - (starting Monday), will show as days
Last Week - (Monday–Sunday), will show as the specific date
Older than Last Week - Will show as the specific date
🚨 Note: In-app notifications are currently not supported on the mobile app or mobile web view.
Hovering over a notification's time event will show the exact date and time of the notification.
The Unread tab will include all new notifications, while the All tab will show the full notification history, whether read or unread.
Hover over a notification and click “Mark as Read” to remove it from your unread list. Click on a notification to expand its details or select “Show Less” to collapse it.
Notification Types
Notifications are triggered by various actions across your projects, billing, and team activity. Below is a breakdown of the types of notifications you may receive (notifications will vary depending on the type of permissions that are assigned to a team member).
Category | Notification Triggers |
Deliverables | - Assigned to you |
Milestones | - Due date updated |
Projects & Phases | - Project status updated |
Consultant Bills | - New bill shared and ready for review |
Invoices | - Invoice change requests submitted, accepted, commented, or tagged on |
Team Management | - Team member is over capacity |
Timesheet Reminders | - Timesheet reminders sent |
Consultants | - Collaboration invite accepted or declined |
Email Notifications
Besides the in-app notifications, Monograph will also send different email notifications depending on the options that you have selected in your Employee Profile or options that your firm has included in the overall Settings. There are three different types of email reminders that your team will receive depending on permissions and Settings enabled.
Personally-managed notifications
Firm-managed notifications
Time off approval notifications
Email notifications are delivered in two formats: batch emails and individual emails. Each type is designed to help keep your inbox organized while ensuring you don’t miss important updates.
✏️ If your firm collaborates on projects with other Monograph firms, see this article for more information on notifications related to collaborative projects.
Batch Email Notifications
Batch emails group multiple updates into a single summary, sent on a set schedule. These are separate from your regular weekly insight emails.
Each notification in the batch email opens the corresponding section in the web app, allowing for quick access to important updates. Up to 50 notifications are displayed per email. A "View More" option is available at the bottom, providing a direct link to the full in-app notification panel
Batch Email Notifications
Batch Email Notifications
Each notification in the batch email opens the corresponding section in the web app, allowing for quick access to important updates.
Project updates
Activity on deliverables assigned to you
Activity on all deliverables
Comments or tags on invoices and bills
Bills received and awaiting review (shared projects)
Invoices accepted
Consultant accepted an invite
Consultant declined an invite
Deposit made to your account
Invoice paid
Individual Email Notifications
Individual Email Notifications
These are sent as standalone emails and are not included in batch summaries. Their frequency and timing vary depending on the type of notification.
Phase budget insights (weekly)
Phase summary insights (at the end of a phase)
Employee and firm capacity updates (weekly)
Timesheets missing roles or activities (weekly)
Weekly timesheet reminders (based on firm settings)
Invoice rejections (sent immediately)
Bill reminder emails (prompting invoice creation for a project)
Some notifications are sent through other channels and aren’t controlled by your in-app email settings. These include:
Team invites
Invoices sent by email
Reminder emails to pay invoices
Invite to collaborate on a project
Other notifications (e.g., direct troubleshooting links, third-party system alerts, Monograph marketing messages, and announcement emails)
Note: The types of email notifications a user can receive may differ based on their assigned permissions. This means that not everyone will see the same set of notification options in their emails. To learn more click here.
Customizing Notifications and Emails
To adjust notification preferences, head to Settings > Notifications.
Notifications are organized into two main categories: General Notifications and Project Notifications. Each type can be delivered via email or desktop (in-app) alerts. Preferences can be updated by selecting or deselecting the corresponding checkboxes.
🚨 Certain critical alerts—such as mentions in comments—are grayed out and cannot be turned off, as they are essential for staying informed.
The available notification options may vary based on a user’s assigned permissions. As a result, some users may see a different set of choices within the notifications panel.
How to Follow Projects
Following or unfollowing a project will determine if that project is included in any of the Project Notification emails. You will automatically be following a project when you are the creator of the project or you have been assigned to the project.
If you no longer want to be notified about a project, you can unfollow it! Every project email will have links to unfollow a given project. Alternatively, you can do it from your notification settings or the project itself.
To unfollow a project from the notification settings, navigate to Notifications > Project Notifications and click on the Show projects you are following toggle to show a list of all of the projects you currently follow. From there, click on Unfollow as needed.
To follow or unfollow a project from within the project, navigate to the project-specific overview page and click More in the upper right corner. From there, select Unfollow project or Follow project as needed.
Firm Notifications
Timesheet Reminder Notification
When enabled, the timesheet reminder notification sends an automatic reminder email and mobile push notification (if your team member has the Monograph mobile app and notifications enabled) to your team each week based on the day to send notification and time of day included in the settings. The notification message will default to a general message, but it can be updated based on your firm's needs.
To enable or disable the timesheet reminder notifications for your firm, navigate to Settings > App Defaults > Reminder Notification and use the "Reminder notification" toggle.
To note: all team members will receive this notification regardless of whether they have already submitted their timesheet for the week or not.
Weekly Insights Emails
This email provides recommendations on how you can improve your projects and make informed staffing decisions based on data within Monograph. This is sent weekly at 6:00 am ET on Mondays.
Click here to learn more.
Daily Activity Summary Emails
Deliverables assigned to you, due soon, overdue, and comments on your deliverables
A daily email that provides a list of upcoming, due, and overdue deliverables that are assigned to the specific team member. This email is sent daily at 7:45 am ET Monday through Friday.
Click here to learn more.
Frequently Asked Questions
Can I edit another member of my team's notifications?
No, team members can only edit their own personally-managed email notification settings. However, any changes made to firm-managed email notifications such as timesheet reminder emails and time off approval emails will affect all team members and cannot be edited on an individual basis.
I was assigned to a project but I don't want to receive notifications for that project.
If you were assigned to a project but don't want to receive email notifications related to the project, click on "Show projects you are following" to expand the project list and click "Unfollow" for any projects necessary.
Do all team members have the ability to enable any of the email notifications?
While all projects have access to the Notifications Settings, some settings depend on the team member's permission levels.
Profiles without the "View invoices" and "Manage staffing" permissions will never see the “Completed phase” email notification setting.
Profiles without the "Manage staffing" permission will never see the "Active phases over budget" email notification option or "Employee and firm capacity" email notification setting.
What does the number in the red notification icon mean?
The number indicates how many unread notifications you currently have. The maximum number displayed is 99. If you have more, it will still show 99.
Can I disable notifications for myself and my team?
No, notifications are enabled for all users by default.