Reminders notify you on a specified time interval to complete various steps of a task. To get started, navigate to the Task Workspace of a relevant task.

Roles/permissions:

• Roles: Any
• Permissions: Create, Edit, and Assign Work; Generic Tasks

1. Click Add a tool in the tools box.

2. Choose Reminder from the dropdown menu.

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 weekly reminder from the due date of a task, select Every, Week, After and Start date.
  • Click Done.
    

4. 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.
  

5. Click Create.

• A reminder will be sent to the assignee according to the selected interval.