{"id":1516,"date":"2025-10-29T16:32:53","date_gmt":"2025-10-29T15:32:53","guid":{"rendered":"https:\/\/www.help.headlight.tech\/?post_type=ht_kb&#038;p=1516"},"modified":"2026-05-19T08:04:41","modified_gmt":"2026-05-19T07:04:41","slug":"workflows-configuring-reminders","status":"publish","type":"ht_kb","link":"https:\/\/www.help.headlight.tech\/?ht_kb=workflows-configuring-reminders&lang=de","title":{"rendered":"Workflows: Configuring Reminders"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p>Learn how to set up automated reminders for internal and external communications within a Workflow.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(55.0232% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/2Z9jIakX8qE0r6X6dYEa?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"Workflows: Configuring reminders\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Select a Workflow<\/h2>\n\n\n\n<ol>\n<li>Open the Workflow you want to configure reminders for.<br>Example: <em>New Company Car Order Approval Process<\/em>.<\/li>\n\n\n\n<li>You can add this Workflow from templates.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>See <a href=\"https:\/\/app.arcade.software\/share\/n72pPgeatqhRpm5Vt0kF\">How to Add a Workflow<\/a> (Method 2).<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Choose a Step to Configure<\/h2>\n\n\n\n<ol>\n<li>Click a <strong>Form<\/strong> or <strong>Approval<\/strong> Workflow step.<\/li>\n\n\n\n<li>In the right panel, open the <strong>Type<\/strong> section.<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>Verify the step uses either <strong>Request info (form)<\/strong> or <strong>Request approval\/signature<\/strong>.<\/li>\n\n\n\n<li><em>Note: The \u201cNotify\u201d action type does not support reminders.<\/em><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Configure Reminder Settings<\/h2>\n\n\n\n<ol>\n<li>Open the <strong>Assignee<\/strong> section.<\/li>\n\n\n\n<li>Click the <strong>bell icon<\/strong> to open the reminder configuration window.<\/li>\n\n\n\n<li>Check <strong>\u201cRemind the recipient after \u2026 days\u201d<\/strong> and enter the number of days.<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>You can use decimal values (e.g., 0.5 = 12 hours).<\/li>\n<\/ul>\n\n\n\n<ol>\n<li>(Optional) Check <strong>\u201cKeep reminding for _ times\u201d<\/strong> to send multiple reminders.<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>Enter how many reminders you\u2019d like to send.<\/li>\n\n\n\n<li>Each reminder repeats after the same number of days.<\/li>\n<\/ul>\n\n\n\n<ol>\n<li>(Optional) Check <strong>\u201cAlert the Fleet Manager\u201d<\/strong> to notify management if the task remains pending.<\/li>\n<\/ol>\n\n\n\n<ul>\n<li><em>If not enabled, these cases appear in your Stalled Workflows list.<\/em><\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Save the Configuration<\/h2>\n\n\n\n<ol>\n<li>Click <strong>OK<\/strong> to confirm your reminder setup.<\/li>\n\n\n\n<li>Don\u2019t forget to <strong>save your Workflow<\/strong> to apply changes.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Review save options in <a href=\"https:\/\/app.arcade.software\/share\/shxbyrMxaMjbOFIbwPSi\">Workflow Basics 101<\/a>.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Summary<\/h2>\n\n\n\n<p>You\u2019ve learned how to:<\/p>\n\n\n\n<ul>\n<li>Add automated reminders to Form and Approval steps.<\/li>\n\n\n\n<li>Set reminder intervals and repetition limits.<\/li>\n\n\n\n<li>Alert managers automatically when tasks remain pending.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>This feature improves efficiency, ensures timely follow-up, and reduces manual tracking.<br>Next: Learn to configure <strong>Forms, Notify, and Approval<\/strong> steps in <a href=\"https:\/\/app.arcade.software\/share\/l5h8do6jAAiWteJDzeI7\">this video<\/a>.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to set up automated reminders for internal and external communications within a Workflow. Select a Workflow See How to Add a Workflow (Method 2). Choose a Step to Configure Configure Reminder Settings Save the Configuration Review save options in Workflow Basics 101. Summary You\u2019ve learned how to: This&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[97],"ht-kb-tag":[43],"_links":{"self":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1516"}],"collection":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1516"}],"version-history":[{"count":2,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1516\/revisions"}],"predecessor-version":[{"id":2714,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1516\/revisions\/2714"}],"wp:attachment":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1516"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=1516"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=1516"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}