🔁 How to Use the Auto-Remind Feature for Client Tasks

The Auto-Remind feature in Client Hub helps you keep tasks moving by automatically sending daily reminders to clients who haven’t responded.

You can enable Auto-Remind when creating a new task—or turn it on later for existing tasks.

📥 Enable Auto-Remind for a New Client Task

1. In the New Client Task dialog, toggle the Auto-Remind Client switch on.
2. Choose how many days to wait before Client Hub starts sending daily reminders.

🛠 Enable Auto-Remind for an Existing Client Task

1. Click on the Client Task card to open the task details.
2. Toggle the Auto-Remind Client switch on.
3. Select the number of days to wait before reminders begin.

📴 Disable Auto-Remind for a Client Task

1. Click on the Client Task card to open the task details.
2. Toggle the Auto-Remind Client switch off.

🕓 Note:

Auto-reminders are sent to clients early in the morning and include a link to their workspace, letting them know they have open tasks that need attention.