There are two ways to set reminders for Projects. You can do it while inside an individual Project or in bulk.
📅 Setting Reminders in a Project
In Active Projects, click to open the item you want to adjust.
Click to expand the Reminders drop-down and select your new schedule!
📮 Setting Reminders in Bulk
Use the checkboxes on the left to select the Projects you wish to update. Then click on the Actions drop-down.
Then click on Set Reminder Schedule.
In the window that opens, select the new schedule from the drop-down and then click Set Reminder Schedule to make the change.
📝 Note: Custom is not available while editing in bulk.
⚠️ Warnings
If you attempt to set a reminder schedule while your firm has the Default project reminder schedule set to 🚫 All Off, we will provide the following warning: "Payment reminders are off for your firm, so none will send until they're turned on in Firm settings."
To reactivate, a Full Access user will need to go into Organization Settings to locate Notifications and set the Default project reminder schedule to something besides 🚫 All Off.
