Projects Due Date Reminders

Reminders in Projects help ensure timely completion of all assigned work — whether it’s document submissions, information responses, or task updates. Reminders are delivered through email and in-app notifications and are designed to keep both internal users and clients aware of upcoming or overdue actions.

There are two types of reminders within Projects:

Automatic Due-Date–Based Reminders

Automatic reminders are sent at predefined intervals before and after a due date to prompt users to complete pending actions. They are available for the following resources:

Request List
Forms
Tasks

Schedule

10, 5, 3, and 1 day(s) before the due date.
Everyday reminders after the due date has passed (for up to 1 month).

Behaviour

Reminders are sent automatically to assignees of the request or task.
If a resource is reopened or restored, reminders are automatically recreated based on its future due date.
Each reminder includes:
- Resource name and project name
- Due date and remaining days
- Clear call-to-action (e.g., “Upload Document” or “Complete Task”)

Delivery Channels

Email notifications (primary channel)

Example: A client has a pending document submission due on 15th October. They will automatically receive reminders on 5th, 10th, 12th, and 14th October — and weekly after that if still incomplete.

Manual (On-Demand) Reminders

Manual reminders can be triggered at any time by project owners or collaborators when additional follow-up is required.

To send a manual reminder:

Open the relevant Request.
Select the More Options icon on the right.
Select Remind.
Confirm the recipient(s) — typically the assigned user or client.
Click Remind.

The reminder is sent immediately via email, prompting the recipient to complete the pending item.

Notes:

Manual reminders do not affect or reset the automatic reminder schedule.

Each manual reminder is logged in the project’s Activity Log.

Only project owners and collaborators can send manual reminders.