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Add a Reminder to Tasks

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What's in this Article

Applicable Roles/Permissions/Licenses

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

Reminders notify you on a specified time interval to complete various steps of a task. 

Add a Reminder to Tasks

1. Navigate to the Task Workspace of a relevant task and click Add a tool in the tools box.

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2. Choose Reminder from the dropdown menu.

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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 weekly reminder from the due date of a task, select Every, Week, After, and Start 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's name.
  • 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 according to the selected interval.
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