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
Video tutorial: https://vimeo.com/1123475637

*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
Video tutorial: https://vimeo.com/1126856486

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
Video tutorial: https://vimeo.com/1126857111

Where Can Reminders be seen?

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

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:

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:

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

Step 7: Once you’re done, click Save
Video tutorial: https://vimeo.com/1126858314

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:

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

Step 7: Once you’re done, click Save
Video tutorial: https://vimeo.com/1126859502

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:

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

Step 7: Once you’re done, click Save
Video tutorial: https://vimeo.com/1126860294

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
Video tutorial: https://vimeo.com/1126861251

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

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

Step 1: Click on the Bell Icon in the upper right corner.
Step 2: Click on the "Add Reminder" icon next to the desired notification.
Step 3: Select "Me" from the dropdown menu.
Step 4: 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:

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

Step 5: Once you’re done, click Save
Video tutorial: https://vimeo.com/1131701721

How can I set a Reminder for an Assignee in a Notification?

Step 1: Click on the Bell Icon in the upper right corner.
Step 2: Click on the "Add Reminder" icon next to the desired notification.
Step 3: Select "Assignee" from the dropdown menu.
Step 4: 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:

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

Step 5: Once you’re done, click Save
Video tutorial: https://vimeo.com/1131702526

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

Step 1: Click on the Bell Icon in the upper right corner.
Step 2: Click on the "Add Reminder" icon next to the desired notification.
Step 3: Select "Subscribers" from the dropdown menu.
Step 4: 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:

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

Step 5: Once you’re done, click Save
Video tutorial: https://vimeo.com/1131703171

How can I set a Custom Reminder in a Notification?

Step 1: Click on the Bell Icon in the upper right corner.
Step 2: Click on the "Add Reminder" icon next to the desired notification.
Step 3: Select "Custom" from the dropdown menu.
Step 4: When you choose Custom, a pop-up window will open with the following options:

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

Step 5: Once you’re done, click Save
Video tutorial: https://vimeo.com/1131704010