To help keep requests on track, the platform offers a quick and simple way to send reminders to assignees and reviewers. In this article, we’ll cover two ways to set up reminders:
Send Reminders Within the Request
Open the request you want to send a reminder for.
Locate the Assignee or Reviewer name on the right-hand side.
Click on the Remind bell symbol next to their name.
Once the reminder is sent, they will receive a notification in their inbox. You can send a reminder every 24 hours.
Send Bulk Reminders for Requests
In DealRoom, you have the option to send reminders in bulk, making it easier to prompt action from assignees and reviewers. Follow these steps:
Navigate to the Requests tab and check the boxes to the left of each request for which you want to send reminders.
From the top menu, select Remind.
Select which assignees or reviewers you'd like to remind.
Click the blue Send reminder button. That's it! They'll receive a notification reminding them of the requests they need to address.
If you have any questions about setting up individual or bulk reminders, or need further assistance in ensuring timely task completion, please don't hesitate to reach out to our support team via the in-platform chat or email us at support@dealroom.net.
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