Automated Reminders for Portal Tasks

In LaunchBay, you can set up automated reminders for tasks you assign to clients in just a few clicks. This allows you and your team to focus on high-value work while LaunchBay takes care of the tedious follow-ups about tasks clients must complete.

This article will detail how automated reminders for portal tasks work and how to set them up.

How Automated Reminders Work

When you toggle on "Reminders" for a task, LaunchBay will automatically remind all clients assigned to the task to complete it. Reminder emails are sent automatically on your team's reminder schedule, based on the task's due date.

By default, LaunchBay sends reminders one week before the due date, one day before, on the due date, and when the task is overdue.

You can customize this schedule for your team (see below).

Customize Your Team's Reminder Schedule

You can choose which intervals LaunchBay uses to send task reminders. The available intervals are: one week before the due date, three days before, one day before, on the due date, when the task becomes overdue, and one week after the due date.

To change your schedule:

1. Go to your team Settings and open the General tab.

2. Remove any intervals you don't need.

3. Add any new intervals that fit your workflow.

Your schedule applies to all tasks with reminders turned on across your team's projects. If you don't change it, LaunchBay keeps using the default schedule.

How to Use Automated Reminders

Step 1: Create a Portal Task

After selecting a project from your dashboard, click "Create Task."

Step 2: Set a Due Date for the Task

After entering your information for the task, set a due date by clicking "Due Date" on the right side of the task composer.

In addition to setting a fixed due date, you can also set a due date as a number of days after the task is activated. Enter a number in the "Days after activation" field and LaunchBay will automatically calculate the due date when the task goes live. This works in both active projects and templates.

Step 3: Toggle on "Reminders"

After setting a due date, Reminders will automatically be enabled. If you'd like to disable them, just click the "X" icon.