Within Teamwork, you can add task reminders at specific times which can then be sent via email, mobile push notification or SMS.
Reminders can be added to active tasks on your site in a number of ways.
Note: Future reminders will not be sent once a task has been marked as complete.
Hover over a task in your project and click the three dots to the left of the task name. In the dropdown menu, select the Scheduled Reminders option.
You can also hover over the task to see the quick task property options. 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 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
- Custom reminder - set custom date and time
Alternatively, you can hover your mouse over a task and press
ron your keyboard.
If using the scheduled reminders option, click the Add Reminder button in the Task Reminders modal.
When creating a task reminder, you will be able to set:
- Reminder type
- Who you will send the reminder to
- An optional message for the reminder.
You can also choose multiple users by choosing the Multiple People option and ticking the box next to each.
Note: If the task is recurring, 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.
Setting reminders on tasks with due
When setting a reminder on a task that has a due date set, you will have the option to set the time of the reminder based on the due date.
This can be done when setting a reminder 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 When and how will we send 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.
You can set multiple reminders on each individual task.
Setting reminders on tasks in a
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.
Note: Reminders cannot be set on template tasks that have the Choose later option selected as the assignee.
For more information, see: Adding People to a Project