Managing Notification Preferences

In This Article: Learn how to customize your notification experience in Ontario. We'll walk through accessing your notification settings, configuring global and workflow-specific preferences, choosing between email and in-app delivery, and setting up notification schedules to match your work style.

STAYING INFORMED

Take control of how and when Ontario keeps you in the loop

Accessing Notification Preferences

Your notification preferences are just a few clicks away from any screen in Ontario. Here's how to get there:

Click the bell icon

In the top-right corner of any screen, click the bell icon () to open your Notification Inbox.

Click the settings gear

In the Inbox panel header, click the gear icon () next to the three-dot menu.

You're in Preferences

The Preferences panel opens, showing all your notification settings organized by section.

Screenshot: Notification Inbox with Settings Gear

The Inbox dropdown with the settings gear icon highlighted in the header area

Understanding the Preferences Panel

The Preferences panel organizes your notification controls into expandable sections. Here's what you'll find:

Global Preferences

Master controls that apply across all workflows. Toggle Email and In-App notifications on or off at the highest level.

Schedule

Define quiet hours when notifications are paused. Set active notification windows for each day of the week.

Workflow Sections

Each workflow appears as its own expandable section. Customize Email and In-App toggles per workflow.

Back to Inbox

Click the back arrow or "Preferences" header to return to your notification inbox at any time.

Screenshot: Preferences Panel Overview

The Preferences screen showing Global Preferences expanded with Email and In-App toggles, Schedule section, and workflow sections below

Configuring Global Preferences

Global Preferences act as your master notification switches. When you expand this section, you'll see two toggles that control notification delivery across your entire Ontario environment.

Toggle	What It Controls	Default
Email	Enables or disables all email notifications. When off, you won't receive any notification emails regardless of workflow-specific settings.	On
In-App	Enables or disables notifications in your Inbox. When off, notifications won't appear in the Notification Center while you're using Ontario.	On

Global vs. Workflow Settings: Think of global preferences as a master switch. If you turn off Email globally, no workflow-specific email settings will send messages—even if they're enabled. Workflow settings only apply when the corresponding global preference is on.

Workflow-Specific Preferences

Below Global Preferences, you'll see individual sections for each workflow in your Ontario environment. This allows you to fine-tune which workflows warrant immediate attention and which can wait.

Example: ontario-standard-alert

Expanding a workflow section (like "ontario-standard-alert") reveals the same Email and In-App toggles. The label below the workflow name shows which channels are currently enabled (e.g., "Email, In-App" or just "In-App").

To configure a specific workflow:

Click the workflow name to expand its settings
Toggle Email on or off based on whether you want email alerts for this workflow
Toggle In-App on or off based on whether you want Inbox notifications for this workflow
Changes save automatically—no save button needed

High-Priority Workflows

For workflows tied to critical deadlines or compliance tasks, consider enabling both Email and In-App notifications. This ensures you receive alerts even when you're away from Ontario.

Setting Up a Notification Schedule

The Schedule feature lets you define when you want to receive notifications. This is perfect for maintaining work-life balance or protecting focus time during deep work sessions.

How Schedule Works

Enable Schedule

Toggle on Schedule to activate your notification windows

Choose Days

Toggle on each day you want to receive notifications

Set Times

Define "From" and "To" times for each active day

Outside your scheduled windows, non-critical notifications are held until your next active period. In-App notifications may still appear for urgent items.

Common schedule configurations:

Standard business hours: Monday–Friday, 9:00 AM to 5:00 PM
Extended availability: Monday–Friday, 8:00 AM to 8:00 PM
Weekday mornings only: Monday–Friday, 6:00 AM to 12:00 PM

Best Practices for Notification Management

Start Broad, Then Refine

Keep global preferences on and adjust individual workflows as you learn which ones generate noise versus critical alerts.

Use Email for Critical Workflows

Reserve email notifications for high-priority workflows like compliance deadlines or executive reviews.

Protect Personal Time

Use the Schedule feature to pause notifications during evenings, weekends, or vacation periods.

Review Periodically

As your projects evolve, revisit your preferences to ensure they still match your workflow priorities.

Section Review: Staying Informed

You've completed the Staying Informed section! Here's a quick recap of what you've learned:

Understanding Notifications

Notification types, the Inbox interface, filtering and archiving, bulk actions, and what triggers each notification.

Managing Preferences

Global and workflow settings, email vs. in-app delivery, notification schedules, and optimization strategies.

With Ontario's notification system working for you, you'll always know what's happening across your projects without being overwhelmed by alerts.

Your notifications, your way: Ontario's notification preferences give you full control over how information reaches you. By configuring global settings, customizing workflow-specific alerts, and setting up schedules that match your work style, you can stay informed without being interrupted. Take a few minutes to dial in your preferences—your future self will thank you.