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?
- 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: The reminder will display the information to whom it will be sent as well as the date set