In-App Notifications
The bell icon in your navigation.
The bell icon in the top navigation bar shows your unread notifications. A red badge shows how many unread ones you have.
Click the bell to see a list of recent notifications. Click any notification to mark it as read and go directly to that plan.
The bell badge updates in real time — you do not need to refresh the page when a client completes a task.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
CSMs are notified when:
- A client completes a task via their email link
- A client reports being blocked
- A client adds a note in their portal
- A manager makes a change to their plan
Managers (owners and admins) are notified when:
- Any CSM changes a task status on any plan
- Any CSM adds a note
- Any client completes a task or reports blocked
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
On the Notifications page you can filter by: All | Unread | From clients | From team. There is also a Mark all as read button to clear all at once.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Email Notifications
Control which emails you receive.
Available preferences:
- Email when a client completes a task
- Email when a task is blocked
- Email for new messages
- Weekly digest summary
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Every Monday morning you receive an email summary of the previous week:
- How many client tasks were completed
- How many tasks are currently blocked
- Plans at risk of missing their go-live date
- Your overall portfolio health
You can turn this off in Settings → Notifications if you prefer to check the Leadership dashboard manually.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Each plan has an optional Escalation email in plan settings (gear icon in plan header). If any task in that plan has been blocked for more than 48 hours with no action, an escalation email is sent to that address.
This is useful for alerting a senior CSM or manager before a blocked task becomes a serious problem.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Slack Notifications
Get Lyniro alerts where your team already works.
When Slack is connected, your team receives a Slack message whenever:
- A client completes a task
- A client reports being blocked (with their reason)
- A client adds a note to their plan
Messages go to whichever Slack channel you chose when connecting. The message includes the customer name, task title, and a direct link to the plan.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Still stuck? Email us at help@lyniro.com — we respond within 24 hours.
Still need help?
Our team responds within 24 hours on business days. For urgent issues, mark your subject [URGENT].
Email help@lyniro.com