Sending Reminders to Individuals or Groups

The Remind function is essential for encouraging participants to complete their tasks and sharing project updates.

• How Reminders are Sent:

  • If the participant has enabled push notifications, the Reminder is sent directly to their phone (indicated by the Phone icon).

  • Otherwise, the system sends it as an email (indicated by the Envelope icon).

• Individual Reminders (Respondents or Task Completion Views):

  1. Find your participant and click Remind at the right of the screen.

  2. Add your personalized message and click Send.

  3. You can view the Reminder History (all past messages sent) on the right.

• Group Reminders (Respondents View):

  1. Select the participants using the checkboxes on the left side of the screen.

  2. Click the Group Reminder button.

  3. You can send a generic message; the system will automatically populate each participant's name for a personalized appearance.