Within Teamwork, 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
Alternatively, you can hover your mouse over a task and press
Ron 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
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
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