Within Teamwork.com, you can set
reminders for tasks to be sent at specific times via email, mobile push
notification or SMS.
Reminders can be added to active tasks on
your site in a number of ways.
In tasks List view, hover over the task to reveal the quick task options to the right of the task title.
Hovering over the bell icon for
reminders will allow you to select from
predefined quick set options or choose a
custom reminder.
Note: The quick set
options (later today, tomorrow, next week, task due date) will only set a reminder for
yourself.
These
options include:
- Quick set (for you only)
- Later today - 2 hours later
- Tomorrow - 9AM the next day
- Next week - 9AM 7 days later
- Task due date
- Custom reminder - set custom date and time
reminders
Alternatively, you can hover your
mouse over a task and press
R on your keyboard. When using this option, a Task Reminders modal will open. Click the Add Reminder button to create a reminder.
When creating a custom task reminder, you will be able to set:
- Recipient(s) for the reminder
- By default, the reminder will be set to sent to all people assigned to the task. Click the assignee field to select alternative users, teams, or companies.
- Date and time
- Reminder type - SMS, email, mobile push
- Message (optional)
If the associated task has repeats set, the
reminder will be recreated with each new
repeat of the task, at the same time and on
the same day relative to the task due date.
Note: Future reminders on a task will not be sent once a task has been marked
as complete.
Setting reminders on tasks with due
dates
When setting a reminder on a task that has a
due date set, you will see an additional option to set
the time of the reminder based on the task's due
date.
This can be done when
creating a new task or on an existing tasks.
Depending on the due date option you select
from the dropdown, you will see the reminder
date automatically adjust in the How would you like to set the time of the reminder section.
When you select the Relative to due
date option, you can set the reminder
to a specific number of days before/after the
due date of the task.
As with regular reminders, you can choose who
to send the reminder to, select a specific
time and reminder type, as well as add a
message.
Setting reminders on tasks in a
template
You can also set reminders on tasks
in your task list
templates. While
adding or editing a task in the
template, go to the Reminders tab and
select Add
Reminder.
A default due date is required
on the task before reminders can be
set.
For more information, see: Adding People to a
Project