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        • Crate an invoice
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        • How to integrate payments
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      • Payments
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      • Calendar
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    • Settings
      • Two Factor Authentication Setup
      • Company Setting
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      • Custom Fields
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      • Page
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  • Key Features
  • 1. Enable/Disable Reminders
  • 2. Customize Reminder Preferences
  1. modules
  2. Settings

Project Settings

Overview: The Project Settings section allows you to configure work reminders to ensure tasks are completed on time. Customize reminder preferences, including who receives notifications and how many days before the due date they are sent.

Key Features

  • Work Reminders: Send automated reminders before task due dates.

  • Customizable Notifications: Choose who receives reminders and when.

  • Timely Completion: Avoid last-minute hassles by keeping teams informed.

1. Enable/Disable Reminders

  • Purpose: Control whether reminders are sent for upcoming tasks.

  • How to Set Up:

    1. Navigate to Project Settings > Reminders.

    2. Toggle the reminders feature On or Off.

2. Customize Reminder Preferences

If reminders are enabled, you can customize:

A. Recipients

  • Choose who receives reminders:

    • Project Managers

    • Team Members

    • Clients

B. Timing

  • Set how many days before the due date reminders are sent (e.g., 1 day, 3 days, 7 days).

How to Set Up:

  1. Go to Project Settings > Reminder Preferences.

  2. Select recipients and set the reminder timeline.

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Last updated 2 months ago

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