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Add a Reminder to Tasks & Subtasks
Add a Reminder to Tasks & Subtasks
Updated over 3 months ago

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.

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2. Select Add reminder.

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Add reminder can be found on the right if there are already reminders set up.

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3. Click Add reminder in the When field.

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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.

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4. Click Add assignees in the For field.

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  • Input a search for a team member or Role.

  • Select an assignee from the listed team members.

  • Click Done.

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5. Click Create.

A reminder will be sent to the assignee's email according to the selected interval.

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To Edit or Delete a Task Reminder, click on the three stacked dots in line with the Reminder.

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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.

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2. Click on the Add a tool option.

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3. Select Reminder.

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4. Click Add reminder in the When field.

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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.

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5. Click Add assignees in the For field.

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  • Input a search for a team member's name.

  • Select an assignee from the listed team members.

  • Click Done.

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6. Click Create.

A reminder will be sent to the assignee's email according to the selected interval.

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To Edit or Delete a Subtask Reminder, click on the three stacked dots in line with the Reminder.

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