Reminders at the time
Alongside the triggers you set up, a few reminders go out at the minute they are due, on your workspace’s clock (its time zone is in Settings, Organisation):
- A task with a Reminder, at the time it is due, or 15 minutes, an hour, a day or a week before. A task due on a day with no hour counts from 09:00.
- A task with a due time and no Reminder chosen, at that time. Reminder None sends nothing.
- A lead’s next follow-up with an hour, at the hour, to the lead’s owner and the people assigned.
- A project task with a due time, to its assignee, and a project with an end time, to its owner.
Each goes once, in the app and by email, to the owner and the people assigned. Moving the date or the hour sends it again for the new time. Your business’s test mode and pause apply, as does each person’s choice in Settings, Notifications. One more than six hours late is not sent at all.
A trigger is an event worth telling somebody about. Keeping the list short is the whole discipline — a system that notifies about everything gets filtered to a folder within a fortnight.
Steps
- Go to Notifications → Templates.
- Pick the event — an invoice going overdue, a lead untouched, a quotation about to expire, stock below reorder, a document approved.
- Choose who receives it: the record’s owner, a role, specific people, or the customer.
- Write the subject and message. Insert fields from the record so it reads like a real message.
- Turn it on.
Checking it went
The send log shows every message, who it went to and whether it was delivered. If mail is not configured, messages are produced and logged rather than sent, so you can see exactly what would have gone out.
Start with two. Overdue invoices and untouched leads cover most of the value. Add more only when somebody asks for one.
Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.