Never Miss a Critical Task! The Urgent Notification Bar in SuiteDash Keeps Targets on Track

[Music] hello and welcome everyone this is Mike I'm the founder and CEO of SuiteDash welcome to Academy sessions these sessions are designed to help you by learning directly from experts in our community who have hands-on experience with SuiteDash what makes these sessions special is that they are hosted by SuiteDash experts from our community we've given these experts free reign to develop these presentations based on their actual experiences helping SuiteDash customers just like you and this allows for a truly authentic and practical learning experience each expert brings their own presentation style and perspective and that's what makes Academy sessions so valuable we've entrusted the host to shape the content in a way

That best addresses the common questions and challenges our customers face every day and this approach ensures that the information is not only practical but also deeply connected to real world use cases be sure to subscribe to SuiteDash on YouTube and follow us on all other social media channels to stay up to date on new features announcements and promotions okay that's my intro let's get on with the [Music] session today we're going to learn what the Urgent notification bar is three key advantages of the Urgent notification bar to our clients and how the Urgent notification bar behaves aves when multiple items

Need our client's attention so you might be wondering what is the Urgent notification bar well the Urgent notification bar in SuiteDash is a prominent Banner that appears at the top of the platform it's designed to keep important tasks front and center for your targets ensuring they don't miss or Overlook key assignments it can be used to notify targets about flows that need completion documents that require signing proposals that need action and files that need to be uploaded via a file request the first key benefit of the Urgent notification bar is visibility without disruption the Urgent notification bar

Delivers important messages without interrupting the user experience keeping everything professional and efficient the second benefit of the Urgent notification bar is that it encourages timely action it helps to reinforce deadlines and prompt user engagement while delivering urgent updates and enhancing important emails and other notifications from SuiteDash the third benefit of the Urgent notification bar is that it instantly grabs the user attention ensuring critical messages are prominently displayed at the top of the SuiteDash dashboard making them immediately visible to to clients so Mr

George Bailey of Bailey Brothers building and Loan received a communication from our SuiteDash installation saying that he has a document that we need for him to review and sign so he logs into the portal and he sees right up here this needs attention tab wow that's pretty prominent isn't it so you know it looks like something rather important that he needs to click on so he's going to click on it and it says wow a document is assign to you that was easy because other times he would have to go all the way to the office settings and check the documents right there but instead because of the Urgent notification bar he's able to just select the particular task we need for him to review and complete so Mr

Bailey here is going to go right here click on that okay wonderful he's looking over it everything looks good he's going to sign here George Bailey next confirm oh says awesome we're complete we're done oh but this this bar didn't go away hm oh now they need to upload some files so we're going to go ahead real quick and just upload some files okay please upload your un NB files below you may upload more than one file to this request okay

So Mr Bailey's going to go ahead he's going to choose that wonderful awesome sauce and again he can submit more files if he needs to in this case but I see here again needs ATT 10 okay the checklist has been assigned to me so we're going to go right there to the checklist confirm that you've completed all necessary items yep we did the initial onboarding we signed the NDA we submitted all example files wonderful and it says here once you've clicked the confirm button below you'll need to provide us

The name of Bailey Brothers building and Loans top competitor okay so everything's done and I'm going to go ahead and confirm this yes I can completed this task oh now I see another needs attention notification that's the beauty of the Urgent notification bar and I see a flow has been assigned to me urgent notification on demand flow has been assigned to you for completion wow this is pretty darn easy pretty darn easy who's your company's top competitor that's going to be Henry F Potter in the case of Mr George Bailey and he'll go ahead he'll complete that

Looks like everything is done this was just a beautiful short simple straightforward video to show you the power of the Urgent notification bar be sure to leave your comments down below of your favorite part of this walkth through thumbs up the video if you like it and share it with your colleagues so they can learn along with you as always is we appreciate the opportunity to consistently serve you and plan to continue doing so well into the future [Music]