Learn how to set up automated reminders for internal and external communications within a Workflow.
Select a Workflow
- Open the Workflow you want to configure reminders for.
Example: New Company Car Order Approval Process. - You can add this Workflow from templates.
See How to Add a Workflow (Method 2).
Choose a Step to Configure
- Click a Form or Approval Workflow step.
- In the right panel, open the Type section.
- Verify the step uses either Request info (form) or Request approval/signature.
- Note: The “Notify” action type does not support reminders.
Configure Reminder Settings
- Open the Assignee section.
- Click the bell icon to open the reminder configuration window.
- Check “Remind the recipient after … days” and enter the number of days.
- You can use decimal values (e.g., 0.5 = 12 hours).
- (Optional) Check “Keep reminding for _ times” to send multiple reminders.
- Enter how many reminders you’d like to send.
- Each reminder repeats after the same number of days.
- (Optional) Check “Alert the Fleet Manager” to notify management if the task remains pending.
- If not enabled, these cases appear in your Stalled Workflows list.
Save the Configuration
- Click OK to confirm your reminder setup.
- Don’t forget to save your Workflow to apply changes.
Review save options in Workflow Basics 101.
Summary
You’ve learned how to:
- Add automated reminders to Form and Approval steps.
- Set reminder intervals and repetition limits.
- Alert managers automatically when tasks remain pending.
This feature improves efficiency, ensures timely follow-up, and reduces manual tracking.
Next: Learn to configure Forms, Notify, and Approval steps in this video.
