Overview
Green Check’s Task Reminders feature is live, providing automated reminders for all system-generated and manually created tasks. These reminders are designed for both Cannabis-Related Businesses (CRBs) and Financial Institutions (FIs) to support timely task completion and reduce the need for manual follow-ups.
Reminder Schedule
Task reminders are sent on the following schedule (Note: these reminders will only be sent if the task remains unfinished):
|
Timing |
Reminder Notification |
|---|---|
| 7 days before due date | First reminder email |
| 2 days before due date | Second reminder email |
| 2 days after due date | Third reminder email (overdue) |
| 7 days after due date | Fourth reminder email (overdue) |
Notifications will go to anyone with permissions assigned to the corresponding tasks. While reminders currently cannot be disabled, an update is coming soon that will respect users’ notification settings—so if a user has turned off notifications for specific task types, they will not receive those related reminders.
Viewing Reminder Details
You can find reminder information within the Task tables in Green Check, available for both Internal and External tasks. Each task displays:
- Last Reminder Sent: The date the most recent reminder was sent.
- Next Reminder: The date the next reminder will go out if the task remains incomplete.
Accessing these details helps users stay on top of outstanding tasks and provides full visibility into reminder timing.
For further assistance, please contact our support team.