How do I set up a checklist reminder?
Set up a checklist reminder with ease. Follow this guide to configure and manage reminders for your tasks efficiently.
- Log In: Ensure that you are logged into your BuildPass account.
- Select Project: Choose the project for which you want to set up a reminder.
Access Checklist: Scroll down to the Checklist section and click on the drop-down arrow button.
Choose Reminders: From the drop-down menu, select "Reminders."
Create a New Reminder: Click the green "New" button located on the upper right-hand side of the screen.
Fill Out the Reminder Form: You will be presented with a form. Complete the following information:
- Checklist Selection: Choose the specific checklist you want to set a reminder for.
- Recipient: Select the admin user who should receive the reminder.
- Frequency: Choose the frequency of the reminder (e.g., weekly).
- Time: Set the time for the reminder (e.g., 9 a.m. on Monday).
- Reminder Title: Optionally, customise the title for the reminder.
- Create Reminder: After filling out the form, click the "Create" button located at the bottom right-hand side of the screen.
- Confirmation: Your checklist reminder is now set up. The chosen admin user will receive an email every Monday at 9 a.m., containing a link to access the checklist directly.
- Email Preview: For reference, the received email will include a clickable link that leads to the checklist.
- Important Note: Keep in mind that this reminder feature is available only for staff or admin users and cannot be sent to subcontractors.
- Need Help? If you have any questions or require assistance, you can reach out to BuildPass support via email at support@buildpass.ai or through the chat icon located at the bottom right-hand side of the screen.