Project reminders

A project reminder comes back to you on the chosen date: “call the tenant back”, “check whether the part has arrived”. It stays internal, the client never sees it.

The animation for this guide is coming soon. The steps below are up to date.

1. In the project, click the + on the Reminder card.
2. Choose the date, write the message, then save.
3. When the day comes, mark it as done, or postpone it.

Good to know

• Only one reminder at a time per project.
• It is not an invoice reminder: invoice reminders go to the client to request a payment.
• PLUS plan, for all users. The notification is set in Settings → Notifications, Project Reminders group.