Adding a reminder to a comment

If you want Planfix to remind you or your colleagues about an event or task, you need to add a comment containing a reminder:

• Create a new comment
• Click the Plus icon and choose Reminder and enter the reminder text in the window that opens:

The image may differ depending on the selected comment display view.

• Select a date and time for Planfix to send the reminder
• If you would like other employees to receive reminders as well, click "Select date, time, and recipients." In addition to selecting specific people as recipients, you can also specify roles: the auditor, assigner, assignees, or task participants:

If no one is selected, only the person who created the comment will receive the notification.

• Save the comment.

At the specified time, the reminder will be sent via the method indicated in the settings of the specific employee.

Useful information

• Triggered reminders in a task's comment feed contain a link to the reminder source, which helps you keep track of where reminders came from if there are several in a task:

Go To

• Reminders
• Feature Description