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How to Set Up Task Reminders?
How to Set Up Task Reminders?

Set reminders for your tasks to stay on top of completion.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over 2 weeks ago

Adding reminders to your tasks in Lawcus offers a range of benefits that help you stay organized, meet deadlines, and enhance your productivity. By setting up reminders, you can effectively prioritize your work, avoid missed deadlines, and optimize your workflow. With Lawcus, you have the flexibility to choose from different reminder types that suit your preferences and receive timely notifications tailored to your needs.

Also, you can set up reminders of your tasks at the global level to stay on top of all the tasks. You can also add a reminder for a particular task or a bunch of tasks based on your requirements.

Note: Notifications are sent before the task is due. You can add as many reminders as you want to a task. For example, for some important tasks, you could ask Lawcus to send you an email reminder 48 hours in advance, a text/SMS reminder 24 hours in advance, and a pop-up reminder 10 minutes before the task.

There are two types of reminders:

  • An email reminder, in which case Lawcus will send you an email at the scheduled time.

  • A text/SMS reminder, in which case Lawcus will send an SMS to your mobile phone at the scheduled time.

Note: To enable SMS reminders, please add the text-enabled number to your profile.

Steps to Set Up Task Reminders at Global Level

  1. Click the Avatar Icon and tap Settings.

  2. Navigate to Firm Settings and click Reminders.

  3. Scroll down to Task Reminders.

  4. Choose Notification Type whether SMS/Email and Variable Type such as Minute, Hour, Day, etc., as well as an interval.

  5. Enter your reminder content such as Subject and Body.

    You can always use any pre-defined template you have to save time. Also, merge fields can be used to draft the body to bring more efficiency.

Click on Add Reminder to add multiple reminders if required.

Steps to Add Reminders to a Task at Task Level

  1. Add or Edit a Task.

  2. On the task details page, locate the Add a reminder button and click on it.

  3. Choose Notification Type whether SMS/Email and Variable Type such as Minute, Hour, Day, etc., as well as an interval.

  4. If you want to set multiple reminders for the task, you can click the Add a reminder button again and again.

  5. Once you have added all the desired reminders, click on the Update button to save your changes and activate the reminders for the task.

Tip: If you wish to remove any reminder, simply click on the trash can icon next to it.

After setting up the reminders, Lawcus will automatically send text messages and emails or display pop-ups at the scheduled times, depending on the reminder types you select. This ensures that you stay informed and on top of your tasks.


FAQ Section

FAQ1: Can I receive task reminders via SMS?

Answer: Yes! Simply update your mobile number in your profile and ensure SMS reminders are enabled or the task level reminders are enabled.

FAQ2: Will I get an email notification if I assign task(s) to myself?

Answer: When you assign a task to yourself, you won't receive an email notification. If someone else assigns a task to you, you will receive an email notification with important details.

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