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May 24, 2024
Automations

How to use reminder function

Retable's reminder feature allows you to set reminders for each row individually, ensuring you never miss an important date or task.

With the Reminder Function, you can:

  • Set custom reminders: Choose specific dates for each reminder to keep track of deadlines, meetings, and events.
  • Personalize reminder messages: Craft custom reminder messages for each row, tailoring notifications to your needs.
  • Easy management: Effortlessly manage reminders directly within your tables, enhancing your workflow and productivity.

You can stay organized and on top of your tasks with Retable's reminder function.

Let's see how it works!

📌 Right-click on any row you want to set a reminder and select "Add reminder" or click on the reminder icon located in the row number column to the left of your first column.

add reminder to your retable rows

📌 Select the collaborator to which you want your reminder e-mail to be sent from the "Send" field in the pop-up window that opens, or if there is a collaborator column in your table, select it. If you select the collaborator column, the reminder will automatically be sent to whichever teammate is assigned a task in the collaborator column of the relevant row.

Set reminders in Retable

📌 Select the time you want your reminder to send from the "A reminder" field. For example; today, 1 day before, 7 days before etc.

set reminders for your Retable tables

📌 Select the date you want your reminder to be sent from the "On" field.

For example; If you selected 1 day before in the "A reminder" field and select 31st May 2024 in the "On" field, your reminder will run on 30th May 2024.

Also, if you have a calendar column in your table, you can automatically select the date in the "On" field directly from it. Thus, your reminder will run according to the date selected in the calendar column of the relevant row.

set reminders for your Retable tables

📌 If you activate the "Use custom reminder message" checkbox, you can add a custom message for your reminder.

set reminders for your Retable tables

📌 After completing all the steps, click the "Add new reminder" button. And that's all, your reminder is ready!

You can only add a maximum of 3 reminders for each row. You can also freely delete or edit your reminders after adding them.