Set a reminder

A reminder waits until its day, then puts a task on the board for the person it’s for. Reminders come with the Studio and Practice plans.

1Add one

Open the project’s Overview and, under Reminders, choose Add reminder. Choose what it’s about, like a payment, an approval or a site visit, then fill in:

• What to do, and Which client it concerns.
• Amount, if it’s a payment: only so the task says what it’s worth. Nothing is billed from here.
• Remind on, and How often: once, every week or every month.
• Task for: the person who should do it.

On the day, it becomes a task on your board. Nothing is sent to the client.

2Change or stop it

Open the reminder’s menu to change it, Stop reminding, or Start again.