Managing automatic task reminders

You can set up, at the customer level, automatic task reminders.

Requirements: You must have a customer role at the customer level that includes the Modify Customer user right.

For Approvers and Reviewers, up to three reminders are provided, each with a different subject, message and sending date relative to the due date of the task. 

The date options for sending task reminders are:

• None
• Three Days Before Due Date
• One Day Before Due Date
• On Due Date
• After Due Date
  • The last option, After Due Date, sends a daily reminder until the task is completed. The user can also define a specific hour of a day for sending the reminder. If a task is created after the reminder date, no e-mail message is sent for the reminder.

1. From the Customer menu, select Manage Task Reminders.
2.  Define task reminder dates, reminder messages, and reminder time as necessary.
   Tips: You can use tags to insert variables in the task reminder messages. The following tags are available to be used:
   
   • <projectName>
   • <taskTitle>
   • <taskDescription>
   • <taskDueDate>
   
   Note: The time specified is based on the server time.
3.  Click Apply.

Tip: If you do not want the automatic task reminder to be sent from a specific task, you can define it when you create a task. In the Task Options area, select the Exclude task from automatic reminders check box.

Note: Action Task is excluded from this feature. The automatic task reminders is not sent to the task user of Action Tasks.