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How to set a reminder for tasks, milestones and checklist items

What is a reminder? How to set a reminder for tasks, milestones and checklist items? Where to receive reminder notifications?

Written by Carmen Zimmermann
Updated this week

In this article you will learn:

1. What is a reminder?

A reminder in Allex is a notification that prompts a user to remember and take action on a specific task or milestone at a designated time in order to avoid project delays.

2. How to set a reminder for tasks, milestones and checklist items

In order to set a reminder for a task, milestone or a checklist item you should follow the same workflow. Let's have a step-by-step look at it:

  • Choose and click on the task/ milestone/ checklist item that requires a reminder from the list of tasks

  • Click the three-dot menu and select Set reminder

  • Choose your reminder preferences and press Set reminder. For example, you can set a reminder for the same day, one day, or two days in advance of a task/ milestone date. It is also possible to choose if one needs to be notified before the start or by the end of the planned date of the task

  • Select a reminder setting and click Set reminder

  • As soon as a reminder is set, a new bell icon appears in the header of the focus card

3. Where to receive reminder notifications

You can adjust your reminder preferences in order to receive notifications in the most convenient way.

  • Press on your avatar in the bottom left corner and click on My profile

  • Go to Notifications and find Reminder section. Here you can choose if you want to be notified via email.

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