Keep your project on track with Scheduling Reminders. Among the leading causes of project delays are missing materials, late workers, and miscommunication. Protect yourself from these and other unforeseen delays by using the powerful, new reminder features in OnPlan Scheduling.
New features for reminders enable you to create multiple custom reminders, customize reminder messages to fit your project needs, automatically notify resources of upcoming events, and quickly set reminders for multiple subtasks.
& NOTE: Before reminders can be set, you must save the schedule. This ensures that all schedule Activities are recorded in the database.
In an open schedule, double-click on a task, and select the Reminders tab.
Click [add new] for either a Planning, Starting, or Custom Reminder.
new reminder will appear in the window. Edit the below settings.
Reminder Information Tab
Use the up or down arrows to select the number of calendar days prior to the start date you wish to send the reminder.
Select the time of day you wish to send the reminder.
Edit the reminder message text.
Notify Resources Tab
If no resources are designated, click [add new] to add a resource to the task.
To notify resources by text message, check the SMS box. To notify resources by email, check the Email box.
Notify Users Tab
If no users have been assigned, click [add new] to assign a user to the task.
To notify users by text message, check the SMS box. To notify users by email, check the Email box.
Click Save. The number of reminders you have set for that task will appear in the Reminders column.