What's in this Article
Reminders notify you via email on a specified time interval to complete various steps of a task or subtask.
Add a Reminder to Tasks
1. Navigate to the Task Workspace of a relevant task and click the Reminders tab.
2. Select Add reminder.
Add reminder can be found on the right if there are already reminders set up.
3. Click Add reminder in the When field.
Designate the applicable specifications from each drop-down menu.
- For example, if you would like to send a daily reminder after the due date of a task, select Every, Day, After, and Due date.
- Click Done.
4. Click Add assignees in the For field.
- Input a search for a team member or Role.
- Select an assignee from the listed team members.
- Click Done.
5. Click Create.
A reminder will be sent to the assignee's email according to the selected interval.
To Edit or Delete a Task Reminder, click on the three stacked dots in line with the Reminder.
Add a Reminder to Subtasks
1. Under the Work tab, select the dropdown arrow in line with the subtask with which you would like to add a reminder.
2. Click on the Add a tool option.
3. Select Reminder.
4. Click Add reminder in the When field.
Designate the applicable specifications from each drop-down menu.
- For example, if you would like to send a daily reminder after the due date of a subtask, select Every, Day, After, and Due date.
- Click Done.
5. Click Add assignees in the For field.
- Input a search for a team member's name.
- Select an assignee from the listed team members.
- Click Done.
6. Click Create.
A reminder will be sent to the assignee's email according to the selected interval.
To Edit or Delete a Subtask Reminder, click on the three stacked dots in line with the Reminder.