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, 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
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
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
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.