Setting Reminders

Reminders are a great way to notify your team members about a deadline and tell them when to start working on a task.

How to Set Up Reminders?

  • Step 1: Click on a desired project from the Projects page
  • Step 2: Open a task where you wish to set up a reminder
  • Step 3: In the right side menu, scroll all the way down
  • Step 4: Click on the + icon next to Reminders
  • Step 5: Once in the Set Reminder window, you can:
    • Set up the date manually (if the task doesn’t have a due date set) or set reminder in relation to due date (if the task has a due date set)
    • Set up who will be notified by clicking on the circle with a picture or initials (you can choose one or multiple people)
  • Step 6: Click Save

*An email will automatically be sent to the selected people on the selected date.

Who Can Set Up Reminders?

Reminders can be set by users with Owner, Member + and Member roles, while users with the Client and Client + roles cannot set reminders.

How to Edit Reminders?

  • Step 1: Click on a desired project from the Projects page
  • Step 2: Open a task where you set a reminder
  • Step 3: In the right side menu, scroll all the way down
  • Step 4: Hover over the reminder you have already set up
  • Step 5: In the right-top corner of the reminder, click on the edit icon next to a trash icon
  • Step 6: Make the changes, such as date and/or person who will be notified
  • Step 7: Click Save

How to Delete Reminders?

  • Step 1: Click on a desired project from the Projects page
  • Step 2: Open a task where you set a reminder
  • Step 3: In the right side menu, scroll all the way down
  • Step 4: Hover over the reminder you have already set up
  • Step 5: In the top-right corner of the reminder, click on the trash icon
  • Step 6: Click Delete to confirm

Where Can Reminders be seen?

  1. Step 1: Click on a desired project from the Projects page
  2. Step 2: Open a task, discussion or a note where you set a reminder
  3. Step 3: In the right side menu, scroll all the way down
  4. Step 4: The reminder will display the information who it will be sent to as well as the date set

How can I set a Reminder for Myself in a Task?

  • Step 1: Click on a desired project from the Projects page
  • Step 2: Open a task where you wish to set up a reminder
  • Step 3: In the right-side menu, scroll all the way down
  • Step 4: Click on the + icon next to Reminders
  • Step 5: Click on Me
  • Step 6: Choose one of the following quick options:

    1. Later Todayreminder will be sent later the same day
    2. Tomorrowreminder will be sent the next day at 7:00 AM
    3. Next Weekreminder will be sent next week Monday at 7:00 AM
    4. If you choose Custom, a pop-up window will open with the following options:
      1. Dateselect the date when the reminder should be sent
      2. Timeselect the exact time when the reminder should be sent
      3. Who will be notifiedby default, it’s you, but you can add other people by clicking on the user icon
      4. Comment – optional text that will be shown with the reminder

    • Step 7: Once you’re done, click Save

    The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.

    How can I set a Reminder for the Assignee in a Task?

    • Step 1: Click on a desired project from the Projects page
    • Step 2: Open a task where you wish to set up a reminder
    • Step 3: In the right-side menu, scroll all the way down
    • Step 4: Click on the + icon next to Reminders
    • Step 5: Click on Assignee
    • Step 6: Choose one of the following quick options:
    • Later Today – reminder will be sent later the same day
    • Tomorrow – reminder will be sent the next day at 7:00 AM
    • Next Week – reminder will be sent next week Monday at 7:00 AM
    • If you choose Custom, a pop-up window will open with the following options:
      1. Date – select the date when the reminder should be sent
      2. Time – select the exact time when the reminder should be sent
      3. Who will be notified – by default, it’s the person assigned, but you can add other people by clicking on the user icon
      4. Comment – optional text that will be shown with the reminder

    • Step 7: Once you’re done, click Save

    The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.

    How can I set a Reminder for Subscribers in a Task?

    • Step 1: Click on a desired project from the Projects page
    • Step 2: Open a task where you wish to set up a reminder
    • Step 3: In the right-side menu, scroll all the way down
    • Step 4: Click on the + icon next to Reminders
    • Step 5: Click on Subscribers
    • Step 6: Choose one of the following quick options:
    • Later Today – reminder will be sent later the same day
    • Tomorrow – reminder will be sent the next day at 7:00 AM
    • Next Week – reminder will be sent next week Monday at 7:00 AM
    • If you choose Custom, a pop-up window will open with the following options:
      1. Date – select the date when the reminder should be sent
      2. Time – select the exact time when the reminder should be sent
      3. Who will be notified – by default, it’s all users subscribed, but you can add or remove people by clicking on the user icon
      4. Comment – optional text that will be shown with the reminder

    • Step 7: Once you’re done, click Save

    The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.

    How can I set a Custom Reminder in a Task?

    Step 1: Click on a desired project from the Projects page
    Step 2: Open a task where you wish to set up a reminder
    Step 3: In the right-side menu, scroll all the way down
    Step 4: Click on the + icon next to Reminders
    Step 5: Click on Custom
    Step 6: A pop-up window will appear with the following fields:

    • Date – select the date when the reminder should be sent

    • Time – select the exact time when the reminder should be sent

    • Who will be notified – by default, it’s you, but you can add more people by clicking on the user icon

    • Comment – optional text that will be shown with the reminder

    Step 7: Once all fields are filled, click Save

    The reminder will now be created and displayed in the right-side menu under Reminders, with all selected details.


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