The Create Reminder automated event automatically creates a reminder. You can set specific requirements so that the creation of the reminder is only triggered once the required conditions are met. Adding a Create Reminder Automated Event Click the Automated Events tab on the Status to which you want to create a reminder. Drag and drop the Create Reminder automated event into…

When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…