November 8, 2024 Release Notes

Task Reminders: 

The Task Reminders feature is now live in Green Check, providing automated notifications to support timely task completion. Task Reminders apply to both system-generated and manually created tasks, helping ensure tasks are completed on schedule.

Reminder Schedule

Task reminders follow this schedule if the task is incomplete:

  • 7 days before due: First reminder email
  • 2 days before due: Second reminder email
  • 2 days after due: Third reminder email (if incomplete)
  • 7 days after due: Fourth reminder email (if still incomplete)

Viewing Reminders

Users can view reminder details in the Task tables for both Internal and External tasks, where each task displays Last Reminder Sent (date of the last reminder) and Next Reminder (scheduled date for the next reminder if the task remains incomplete).

Notifications & Permissions

Reminders are sent to users with permissions for each task. At this time, reminders cannot be disabled, though an upcoming update will allow users with specific task-type notification settings turned off to not receive related reminders.