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Everything you need to know about using Laureo

Help Center

Overview
InboxMy Work vs NotificationsInbox View PreferencesSettings
Help CenterNotificationsMy Work vs Notifications

My Work vs Notifications

Where each thing lands: My Work holds what you need to do, with a count you drive to zero; Notifications hold what you need to know, with a dot you glance at. Plus inline actions, the reason filter, and grouped rows.

Two lanes, one simple rule

Everything Laureo surfaces goes to one of two places, decided by what you need to do with it.

Laureo keeps a clean line between the things you have to do and the things you just need to know. Each lands in one home, never both, so nothing is double-counted and nothing gets lost between two lists.

My Work is what you have to DO

A task assigned to you, an approval waiting on you, a follow-up you promised, a goal slipping behind. These are finite and yours to clear. My Work is your one prioritized list, and the point is to drive it to zero.

Notifications are what you need to KNOW

A deal moved a stage, a campaign finished, a teammate mentioned you, a new email arrived. These are updates you glance at and move on from. The Notifications inbox is ambient: it fills up on its own and ages out on its own, and you are never expected to empty it.

Not sure where something belongs?
Ask one question: is there an action only I can take? If yes, it lives in My Work. If it is just an event to be aware of, it lives in Notifications. That single test is how Laureo files everything.

The badges tell you which lane you're in

A count means finish it; a dot means glance at it.

The two lanes carry deliberately different badges, and the shape is the signal:

  • My Work shows a count (for example, a number on the sidebar). A count is a backlog you are meant to work down to zero, so the exact number matters.
  • Notifications shows a doton the bell and in the sidebar when you have something unread. It is a dot on purpose, not a number: it means "there is something new to glance at," not "here is a backlog to clear." You do not have to reach zero unread to be done.
The bell dot is intentional
You will not see a growing red count on the bell. A single quiet dot keeps an ambient stream from feeling like a pile of homework. The precise unread number still exists for screen readers and inside the inbox; the bell just does not shout it.

Where reminders live now

One place for reminders, not two competing ones.

Reminders about your own tasks and activities are work, so they live in My Work (its Overdue and Today sections) and in the reminder emails you already receive. The bell still tells you when something new needs you. There used to be a second, separate reminders panel in the top bar; it has been retired, because it duplicated what My Work and the bell already cover. Nothing was lost, the reminder itself simply has one home now instead of pinging you in three places.

Act without leaving the inbox

Some notifications let you respond right where you read them.

When a notification is about something you can decide on the spot, the inbox detail pane offers the action inline. An approval request, for example, shows Approve and Deny buttons right in the detail view, so you can clear it without opening another page. Acting on it there does the same thing as acting on it in its own surface, and it clears the matching item from My Work at the same time, so you never handle the same thing twice.

Filter by why you got it

Sort the inbox by the reason a notification reached you, not just its type.

Every notification records why it reached you, and the inbox lets you filter on that reason. It is often the fastest way to find what matters: show only the things aimed directly at you, or only the ambient updates, in one click. The reasons are:

  • Assigned to you is work handed directly to you.
  • You were mentioned is an @mention in a note or comment.
  • You are watching is an update on a record you chose to follow.
  • You own this is a change on a record you own.
  • Admin copy is an awareness copy sent to you as an admin or manager.

Bursts are grouped, not spammed

A flurry of similar updates collapses into one tidy row you can expand.

When a lot of the same kind of thing happens at once, the inbox rolls the burst into a single summary row instead of flooding you with near-identical entries. A rules run that moves five deals shows up as "3 deals moved stages" (or however many), and a sync that pulls in a batch of mail shows up as "5 new emails." Click the grouped row to expand it and see every item inside; collapse it again when you are done. The individual notifications are all still there, just tucked under one heading so a busy moment does not bury the rest of your inbox.

When an update turns out to be a to-do

Move a notification into My Work in one click.

Sometimes a notification really does need action only you can take. Those rows carry an + Add to My work button that turns the notification into a durable task in My Work, with a link straight to where the action happens, and files the original notification away so it can never scroll off. That is the bridge between the two lanes: known becomes done when you decide it needs doing.

Related Articles

My Work— Your prioritized scroll of everything you have to do, and where converted notifications landNotifications Inbox— Triage, snooze, archive, filter, and search every notification you receiveNotification Settings— Choose which events notify you, on which channels, and how oftenKeyboard Shortcuts— Jump between My Work and the inbox and triage from the keyboard
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Notifications Inbox
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