Reminders

Overview

A reminder sends a message to people at a time you choose, once or on a repeat. Use it for things that need remembering but do not need a checklist filled in — “submit your stock order before 4pm”, “payroll closes today”.

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Creating a Reminder

Video walkthrough · 1:02Send a reminderA nudge at a set time, with nothing to fill in

Walkthrough of “Creating a Reminder”

Who can do thisAdmin

1. Go to the Reminders page.
2. Click + New Reminder.
3. Enter a title, and a description if it needs one.
4. Set the date and time it should go out.
5. Choose who receives it — any combination of users, teams and roles.
6. To repeat it, turn on Repeat and choose daily, weekly or monthly.
7. Click Save.

Everyone selected gets both a push notification and an email when it goes out.

Caution

Picking teams and roles narrows rather than widens. The reminder goes only to people who are on one of those teams and hold one of those roles, not to both groups. To reach two separate groups, pick them as teams only, or create two reminders.

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Editing a Reminder

Who can do thisAdmin

1. Go to the Reminders page.
2. Click the dots (…) next to the reminder and click Edit.
3. Make your changes and click Save.

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Deleting a Reminder

Who can do thisAdmin

1. Go to the Reminders page.
2. Click the dots (…) next to the reminder, click Delete, and confirm.

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Repeating Reminders

A repeating reminder uses the same schedule choices as the rest of WorkWizard — daily, weekly on chosen days, or monthly. Unlike an assignment, a reminder has no due date: it simply goes out each time it comes round, because there is nothing to complete. See How often it repeats.

Only admins can create, edit or delete reminders. Anyone can receive one.