Scheduling and Reminders 🛠️

If you have a process that needs to be done regularly, scheduling and reminders can keep your staff on top of it

Scheduling is 🛠️Coming Soon (Q2 2021) to TerseFlow. Here's what you can expect in its initial release, but this may change

Scheduling a Checklist

You can schedule a checklist to send an email reminder to one or more people when it needs to be completed.

Adding/Changing a Reminder

• Open the checklist

• Click the 'Calendar' icon in the menu bar

• Click Enable Reminders

• Set how often you want the checklist to send a reminder

• Add each user you want to send a reminder to on that date

Users must be a member of your workspace; you can also add guest email addresses if you have Guest Runs enabled

Deleting a Reminder

• Open the checklist

• Click the 'Calendar' icon in the menu bar

• Click Disable Reminders