Reminder Notifications for Checklists

Reminder Notifications (Push)

If you are interested in decreasing the risk of checklists getting missed as much as possible then Reminders is something that is worth considering! By adding these to the schedules/calendars that control your checklists, the system can automatically send out push notifications to the assignees of checklists that are approaching their deadlines.

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You can set up when and how often these should fire. Naturally, it will only apply to any active checklists that have not been completed at the time that the reminder should fire.

How to set up Reminders

You control this from the timetable of your schedules. If you are inheriting timetables from master calendars, then you can add the reminder rules here instead. Doing so will then automatically apply the reminder settings to all those schedules that inherit from a particular master. We highly encourage you to utilise a setup like this as it can save you a lot of time spent on setup.

If you already know how to add timeslots/patterns to your timetables, then adding reminders will be very easy for you. But here's a how-to guide:

Step 1: 

When adding a new specific time slot, you now have the option to add reminders. The same goes for editing existing specifics or when adding/editing patterns. Below is an example showing a new specific. Simply set the start and end time of the specific itself and then click "Add reminder".

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Step 2:

Select when the reminder should fire and click "Add reminder":

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Step 3:

Notice how the reminder has now been added to the time slot. You can add as many as you need - simply repeat Step 2 to do so.

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Top tip 1 - Copy duration/reminder settings: You will often need to add multiple timeslots at the same time and often these will have the same duration- and reminder settings. If this is the case, then click the icon highlighted in yellow above. Doing so will make the system suggest the same settings when you add another time slot. 

Top tip 2 - Copy reminder settings: You might also be in a situation where you have already set up e.g. a full weekly master calendar without reminders and now you want to add these to your existing calendar setup. To make this easier, you simply set up the reminder settings on one time slot and then you copy these by clicking "Copy" (highlighted in orange above). You can now open the rest of the time slots and then paste in the copied settings.

 

 

 

 

 

 

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