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Set a Task Reminder

Nonto
Nonto
  • Updated

Enhance task management and ensure deadlines are met by setting up automatic reminders.

Overview

The reminder feature allows users to set up customizable email or in-app notifications for any Task within an Entity in Athennian.

Availability: All customers.

Set a Reminder for a Task

  1. Navigate to the Tasks section of the Entity
  2. Select the applicable Task which you would like to set the reminder for
  3. In the 1. Details tab, click on the Set Reminder button (with the bell icon) on the right-hand side on the right of the Due Date, and the Reminder modal will appear
  4. In the same window, configure the delivery settings:
    • Notification Preference: Check the boxes to Send an email, Send a notification, or both
    • Delivery Date*: Specify the initial date for the reminder to be sent [YYYY-MM-DD format]
    • Repeats*: Select Does not repeat (default) or specify a frequency such as:
      • Daily
      • Weekly: on the weekday set in the delivery date (e.g., Weekly on Thursday)
      • Annually: on the day and month set in the delivery date (e.g., Annually on October 16)
      • Every weekday (Monday to Friday)
      • Custom to define a specific schedule:
        • Repeats Every*: Select how often the reminder repeats, e.g., every [X] Days, Weeks, Months, Years.
          • If selecting Repeats Every [X] Week: an option becomes available to specify the days of the week (M, T, W, T, F, S, S) under Repeats On
          • If choosing Repeats Every [X] Month(s) and the delivery date falls on the 29th, 30th, or 31st): check the box For days that don’t occur in each month, deliver the report on the last day of the month if applicable
        • Ends*: Choose to end On a specific date [YYYY-MM-DD format], After [X] occurrences, or Never
    • Time*: Select the time of day for the reminder to be sent, displayed in 15-minute intervals
    • Timezone*: Select the appropriate timezone from the dropdown
    • Priority: Click on the drop-down menu and select either Very High, High, Medium, Low, Very Low priority or None
    • Select Users*: Type the name of the internal user and choose them from the dropdown list. Repeat this step to add more users.
    • Message*: Add a message to be sent to users in the reminder
  5. Click on the blue Create reminder button to finalize the reminder
  6. A green banner will appear on the left-hand side of the page stating Reminder created successfully

Edit an existing Reminder within a Task

  1. Head to the Task Reminder you wish to edit by clicking on the Set Reminder button
  2. Make the necessary edits to any field
  3. Click on the blue Save changes button in the bottom right-hand corner to finalize the changes
  4. A green banner will appear on the left-hand side of the page stating Reminder created successfully

Discard an existing Reminder within a Task

  1. Head to the Task Reminder you wish to edit by clicking on the Set Reminder button
  2. Click Discard reminder (with bin icon), located at the bottom left-hand corner of the modal
  3. A green banner will appear on the left-hand side of the page stating Reminder deleted successfully

Video Instructions

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