Adding reminders to an action

Set up automatic reminder notifications to help assignees stay on track with their action items. You can schedule up to three reminders to ensure important deadlines aren't missed. Assignees receive email notifications based on the reminder schedule. They can be scheduled when creating the action or added at a later date.

Note

  • You can only send reminders within a year of the due date.

  • Reminders scheduled for the past will not be sent.

  • Assignees must have a registered email with the organization to activate and receive reminders.

Add a reminder when creating an action

  1. Go to your minutes and select Add action.

  2. Add an action title, assignees, and a due date.

  3. To add reminders, select Add reminder.

    A dropdown menu opens.

  4. Select your preferred schedule for the reminder.

    Reminders can also be scheduled for the due date.

    Tip

    Set multiple reminders, like 1 week before, 1 day before, and on the due date, for critical deadlines.

  5. Enter the number of days, weeks, or months.

    • Between 1 and 365 when using days before due date.

    • Between 1 and 52 when using weeks before due date.

    • Between 1 and 12 when using months before due date.

  6. To remove a reminder select the close icon beside the setting.

  7. To add the action and reminders, select Save.

Add a reminder to an existing action

  1. Go to your Action dashboard .

  2. Select the action you want to update.

  3. Select + Add reminder.

  4. Select the dropdown menu.

  5. Select your preferred schedule for the reminder.

    Reminders can also be scheduled for the due date.

    Tip

    Set multiple reminders, like 1 week before, 1 day before, and on the due date, for critical deadlines.

  6. Enter the number of days, weeks, or months.

    • Between 1 and 365 when using days before due date.

    • Between 1 and 52 when using weeks before due date.

    • Between 1 and 12 when using months before due date.

  7. Select Save.