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Adding reminders to Schedules
Adding reminders to Schedules
Logan Bowlby avatar
Written by Logan Bowlby
Updated over a year ago

Overview

While availability notifications and emails can inform Assignees of a new Checklist that is now available to complete, it may be useful to add in reminders into these Schedules as they approach their deadline to decrease the risk of missing Checklists.

Users must be Super Users or have the following roles to add reminders to Schedules:

  • Schedules: Create or Modify


How to set up reminders

Reminders can be set up either on Calendar Schedules with specific or pattern slots or on Calendars that can carry over to all Schedules that inherit those Calendars. Either way, the process is the same.

Note: When editing a Schedule that inherits a Calendar, trying to edit the time slots will redirect you to the Calendar where you will be able to add the reminders.

  1. Navigate to Schedules

  2. Choose the Schedule you want to add reminders to

  3. Click Edit

  4. Click on a specific or pattern slot

  5. Click Add reminder

  6. Set the reminder for your desired time and repeat if necessary

  7. Click Save Changes

Tip: When needing to add in new specific slots with the same duration and reminder settings, try using the copy function to save time by carrying over all the settings from the first slot you make.

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