Skip to content
English - United States
Log In
  • There are no suggestions because the search field is empty.

Sending Project Reminders Manually

Learn how to manually send reminder notifications for a project in Truss to keep clients on track and ensure tasks are completed on time.

To send a reminder, follow the steps based on where you’re working:

From the Project Dashboard

  1. Click on the client’s initial on the project dashboard.

  2. Choose Email Link or Copy Link.

    • Copy Link allows your firm to copy the reminder link and send it to the client through a different channel (for example, by direct email or chat).

From Within a Project

If you’re already working inside a project:

  1. Click on any of the client initials.

  2. Choose Email Link or Copy Link.

    • Copy Link allows your firm to copy the reminder link and send it to the client in a different way.

Note: Sending reminders helps keep clients engaged and ensures projects stay on schedule.