Creating and Managing Reminders

Reminders allow you to set triggers for emails to be sent out in relation to a date for a particular item.  The Reminder option exists within a number of features in Projecis; including Files, Milestones, Tasks, and Tickets.


Reminder option example in Files:


To Create a Reminder:

  • Select the "Set a Reminder" option
  • Click on "Add reminder" button at the bottom of the panel
  • Complete the form and click on "Save"


  • Leaders can create reminders for other people by selecting the "Group" option in the "Add Reminder" panel
  • Non-leaders will not have this option and can only create reminders for themselves
  • You can create several reminders for an item so it acts like a countdown of reminders





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