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Add a Reminder to Tasks

Written by Avery Simmons

Updated at October 22nd, 2021

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Table of contents

    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.

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