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Reminders ​

Reminders help you keep important work on track and organize follow-ups that need to happen again later.

Reminders screen

Creating a Reminder ​

Add a subject, message, and recipients. Depending on your setup, you can target specific users or roles.

Create a reminder

Scheduling ​

Reminders can run once or repeat. For example, you can create recurring reminders for weekly customer follow-ups or monthly checks.

Notifications ​

When a reminder is due, Novasis can notify the selected recipients. If Telegram is connected, supported notifications can also be delivered there.

Note: Available options can vary according to your permissions.