---
title: Managing SurePact Notifications
description: SurePact keeps you informed with real-time notifications and task reminders, ensuring you never miss important updates, approvals, or actions. Notifications help track record changes, while tasks prov
---

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1. [SurePact | Knowledge Base](https://support.surepact.com/?hsLang=en)
2. [Getting Started (For All Users)](https://support.surepact.com/getting-started-for-all-users?hsLang=en)

# Managing SurePact Notifications

#### **Introduction**

SurePact keeps you informed with real-time **notifications and task reminders**, ensuring you never miss important updates, approvals, or actions. Notifications help track record changes, while tasks provide clear action items requiring completion.

This guide explains **how SurePact notifications work, how to manage them efficiently, and best practices for staying on top of updates**.

### **Understanding Notifications & Tasks**

#### **Notifications 🔔**

SurePact notifications provide real-time updates about:

✔️ Approvals requested on records you manage.

✔️ Updates to records where you are a **member**.

✔️ Risk assessments and compliance actions.

✔️ Record modifications or status changes.

✔️ Comments or governance log updates.

💡 **Tip:** Notifications **do not require action**, but they provide awareness of changes within SurePact.

#### **Tasks ✅**

Tasks in SurePact **require action** and are typically assigned by the **Record Manager** but can be created by other Members of the record as needed, with the exception of Risk Approvals. These can include:

✔️ Approvals (e.g., Risk, Eligibility, Application Approvals).

✔️ Completing a risk review or assessment.

✔️ Updating an assigned record task.

✔️ Providing a milestone or compliance report.

✔️ Completing project deliverables.

💡 **Tip:** Tasks remain active until completed, while notifications simply inform you of updates.

### **Where to Find Notifications & Tasks**

#### **Notifications Bell  ![Gif - Bell Notification ](https://support.surepact.com/hs-fs/hubfs/Gif%20-%20Bell%20Notification%20.gif?width=36&height=35&name=Gif%20-%20Bell%20Notification%20.gif)**

- Located in the **top-right corner** of SurePact.
- Displays **unread notifications** for approvals, changes, and updates.
- Clicking a notification **logs that you have viewed it**, which updates the governance log.
- You can click **Mark All as Read**, but it is recommended to review notifications first.

#### **Tasks Widget ✅**

- Found on the bottom of your **SurePact Homepage**.
- Displays all assigned **tasks requiring action**.
- **Hover over a task** preview to see full details before clicking on it.
- Clicking a task opens the related record for completion.
- Tasks remain until **manually completed** by the assigned user.
- Click **View All Tasks** to see a full list of your assigned tasks in one place.

![](https://support.surepact.com/hs-fs/hubfs/image-png-Feb-26-2025-07-59-05-7090-AM.png?width=396&height=446&name=image-png-Feb-26-2025-07-59-05-7090-AM.png)

### **Managing Record-Specific Notifications**

Notifications for a record are **managed by the Record Manager**. Individual users **cannot enable or disable notifications for themselves**, but they can request that the Record Manager turn notifications off for a specific record if needed.

#### **How to Request Notification Changes for a Record:**

1. Identify the **Record Manager** for the specific record.
2. Contact them directly to request notification changes.
3. If approved, the Record Manager can disable notifications for you in the **Members Section** of the record.

💡 **Tip:** Disabling notifications does **not** remove your access to the record—it only stops notifications for updates.

### **Organising SurePact Emails**

SurePact sends email notifications for assigned tasks, approvals, and record changes. To keep your inbox organised, set up **email rules or filters** in your email provider.

#### **Setting Up Email Rules in Outlook**

1. **Create a SurePact Folder:** 
     - Right-click your inbox \> Select **New Folder**.
     - Name it **SurePact** \> Click **OK**.
2. **Create an Email Rule:** 
     - Go to **Rules \> Manage Rules & Alerts**.
     - Click **New Rule \> Apply rule on messages I receive**.
     - Select **with specific words in the subject or body**.
     - Enter "SurePact" and click **Add**.
     - Select **Move it to the specified folder** and choose **SurePact**.
     - Click **Finish**.

💡 **Tip:** You can create separate folders for **SurePact tasks and notifications** by filtering keywords such as "task" or "notification."

#### **Setting Up Filters in Gmail**

1. **Create a SurePact Label:** 
     - Click **More** in the left menu \> **Create new label**.
     - Name it **SurePact** \> Click **Create**.
2. **Create an Email Filter:** 
     - In the search bar, click **Show search options** (small triangle icon).
     - In the **From** field, enter "noreply@surepact.com".
     - Click **Create filter**.
     - Tick **Apply the label** and select **SurePact**.
     - Click **Create filter**.

💡 **Tip:** If you want SurePact emails to skip your inbox, also select **Skip the Inbox (Archive it)** during setup.

### **Best Practices for Managing Notifications**

✔ **Check the Notifications Bell regularly** to stay informed.

✔ **Clear completed tasks** to keep your Tasks Widget organised.

✔ **Disable notifications for low-priority records** to reduce inbox clutter.

✔ **Set up email rules** to organise SurePact updates efficiently.

✔ **If you stop receiving notifications**, ensure your email is correct in your **User Profile**.

### **Troubleshooting Notification Issues**

❓ **Not receiving notifications?**

- - Check your email address in **User Profile**.
    - Verify your organisation allows SurePact emails (check spam/junk folder).
    - Ensure you have notifications enabled for the record.

❓ **Too many notifications?**

- - Disable notifications for non-critical records in the **Members Section**.
    - Set up email filtering rules to keep messages organised.

❓ **Tasks not showing in the Tasks Widget?**

- - Make sure the task is assigned to **your user account**.
    - Contact the **Record Manager** if you believe you should have a task but do not see it.

📌 For further support, contact your SurePact Administrator or [log a Support Ticket.](https://support.surepact.com/kb-tickets/new?hsLang=en)

 

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