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?

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)

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

Reminders can be set by users with Owner, Member + and Member roles, while users with the Client and Client + roles cannot set 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
Video tutorial: https://vimeo.com/1126856486

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

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 other people by clicking on the user icon
Comment – optional text that will be shown with the reminder

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

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 the person assigned, but you can add other people by clicking on the user icon
Comment – optional text that will be shown with the reminder

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

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 all users subscribed, but you can add or remove people by clicking on the user icon
Comment – optional text that will be shown with the reminder

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

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

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