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How to set custom task reminders for yourself and your team

Are there tasks that you want to be reminded about at specific times?  Or do you want to send a reminder out to your entire team about items that need to be followed up on?  You can now do so using our reminder function.

Setting task reminders

  • Create a saved search of the tasks that you want to be reminded about.  Remember that you can narrow your search results by using keywords and/or multiple parameters if you only want to be reminded about one specific task.  
  • Click on the reminder icon (clock) in the top right-hand corner of the saved search.
  • The reminder customization panel will open.  Select the day(s) of the week that you'd like the reminder by clicking on the box.
  • Click on the arrow key under the Time heading to scroll and select a time of day for your reminder.
  • If you'd like to send the reminder to another user as well as to yourself, type his/her name in the search box then click it when it populates.  Repeat for each additional user that you want to remind.
  • Click "Save" to save your reminder.  

Note -  You can set a reminder for multiple days at the same time.  If you want to be reminded of the same task(s) on different days at different days, create an additional reminder for the second day and time.

Receiving your reminder

  • At the specified time, you'll receive the reminder of your tasks as a Slack notification in your Workast channel.
  • If another user sends you a reminder, you'll see who sent it in the reminder.
  • Please note - At this time, reminders sent to other users do not include the Open in Workast link and are limited to a 20 task view.  This will be amended in a future update.
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