Internal Task Notifications

[Jonathan]

Hi,

It would be great if there could be "push notifications" within PEXA to notify people within your own organisation to attend to certain tasks. This would make for more efficient transactions from a firm point of view.

Thanks,

Jonathan

[AnnaHardie]

Hi Jonathan, 

Thanks for joining community and submitting your suggestions. I will champion your internal push notifications (workflow) suggestion here at PEXA. 

I encourage your peers here in community to let PEXA know if this is important to you too. You can do this by liking or adding a comment. This will help PEXA prioritise and understand what is most important to our members. 

Here is what will happen next: 

1. I will share your suggestion at our weekly community meeting. We have staff from product, legal, operations and community who will discuss your idea
2. This will be added to the feedback register for further investigation
3. After investigation, I will let you know the outcome here in community. This could be 'planned' or 'no further action'. I will share with as much detail as possible. 
4. It doesn't end here. If the item progresses to 'planned' I will track the item and let you know when it is scheduled for implementation or when it has been implemented

Thanks again for putting your idea forward. We appreciate that you've taken the time to reach out. 

[Robyn]

I'd like to see when another party has completed a task, and a notification comes through so I know to move on to the next step. 

Thanks, 

Robyn

[AnnaHardie]

Hi @Robyn, your idea is similar to this one so I've merged you with @Jonathan's post. 

[BrettCS]

Hello @Robyn,

Thank you for your feedback.

We do have functionality in PEXA to inform you when certain tasks are completed by other participants in a workspace. These include various notifications, like:

• Another subscriber has accepted your invitation
• Settlement date and time has been accepted by all participants,
• A new conversation has been sent top you from another subscriber
• Party details have been updated

We also have details on the Workspace Summary that should give you visibility to the overall status of your documents, financial settlement and whether documents have been signed by the relevant participants.

But yes, I do agree, some improvements can be made around informing our users when to proceed with the next step in the transaction, and when to wait for another subscriber to complete their tasks. This is a broader piece of work we are investigating, and your feedback is very helpful.

Please let me know if you have any further suggestions around this, or any other areas of PEXA, as we very much appreciate your ideas.

Thanks again, 

Brett