Adding reminders to actions

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

• Create a new action
• Select "Add: Reminder" (the bell icon) and enter the reminder text in the window that opens:

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 creating the action will receive the notification.

• Save the action

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

Go To

• Reminders
• Feature Description