Manage Notifications

Overview

Harvey notifies you about work that needs your attention in two ways:

• In the Harvey web app. The Notifications hub collects assignments, updates, comments, and @ mentions from across Harvey in one place. A Bell icon at the top of the main navigation menu shows a blue dot when you have unread notifications, and each notification links directly to the task, comment, or artifact it refers to.
• By email. Email notifications continue for key updates. You control which email notifications you receive in Personal Settings → Email notifications.

Notifications act as an announcement about a work task, not the work itself. Reading or archiving a notification does not complete a task, resolve a comment, or change who has access to anything. Complete the work at its source.

This article explains how to use the Notifications hub and how to turn email notifications on or off.

Using the Notifications Hub

The Notifications hub lets you get notified about assignments, status updates, comments and @ mentions across threads, tasks, agents, review tables, playbooks, Vaults and Spaces. You do not receive notifications for your own actions or edits.

Open the Notifications Hub

1. Select the [icon:bell] Bell icon at the top of the main navigation menu. A blue dot by the icon signals unread notifications.
2. Review your notifications. The most recent appear first.

   • The All tab displays all notifications.
   • The Action required tab displays notifications that require your action.
3. Select a notification to open the related task, comment, or artifact at the source.

Filter and Manage Notifications

Use the controls at the top of the hub to manage your list:

• Filter: Select the Filter icon to filter notifications by Unread & read, Unread only, or Archived.
• Mark all as read: Select the Check icon to mark all notifications as read.

To manage a single notification, hover over it:

• Select Mark as read or Archive.
• A notification is also marked as read when you open it. To reverse that, select Mark as unread.

Manage Email Notifications

To manage email notifications, go to Personal Settings → Email notifications and use the toggle in each field to turn a notification on or off.

Assistant Email Notifications

Enable the Assistant thread notifications toggle to receive email notifications when your long-running threads have completed and are ready for review.

Vault Email Notifications

These notifications allow you to receive emails about vault events such as:

• Vault retention: Enable the toggle to receive email notifications when a vault is approaching a retention deadline.
• Vault sharing: Enable the toggle to receive email notifications when a vault is shared with you.

Playbook Email Notifications

These notifications allow you to receive emails about playbook events such as:

• Playbook review completion: Enable the toggle to receive email notifications when your playbook reviews complete.
• Playbook review assignment: Enable the toggle to receive email notifications when a completed playbook review is assigned to you.

Review Table Email Notifications

These notifications allow you to receive emails about review table events such as:

• Review table sharing: Enable the toggle to receive email notifications when a review table is shared with you.
• Review table generation: Enable the toggle to receive email notifications when your review table finishes generating.
• Review table export: Enable the toggle to receive email notifications when your review table finishes exporting.

Workflow Email Notifications

These notifications allow you to receive emails about workflow events such as:

• Workflow approval: Enable the toggle to receive email notifications when a workflow agent requires your approval.
• Workflow approval status: Enable the toggle to receive email notifications when your workflow agent is approved or rejected.
• Workflow sharing: Enable the toggle to receive email notifications when a workflow agent is shared with you.

Task and Comment Email Notifications

These notifications allow you to receive emails about events such as:

• Task notifications: Enable the toggle to receive email notifications for task assignments and task comments, in addition to seeing them in the Notifications hub.

Troubleshooting

Tips for Success

• Prioritize signal over noise: Keep notifications for critical updates, and turn off lower-value alerts.
• Revisit settings regularly: As your workflows evolve, adjust your preferences to match.
• Align with your team: If you collaborate frequently, ensure you’re notified about shared work and mentions.

FAQs