About reminders | Zoho Sprints Help

About reminders

Set reminders to receive automated notifications at the start of work items or if the end date is approaching. You can set up the reminders to be triggered based on the reminder type, frequency, and number of occurrences. After the reminders are set, you will get notified according to your settings. Learn how to set reminders.

Reminder privileges: The permission to set reminder resides with users in the following profiles: admin, manager, member, and creator

Default permissions

  1. Admin can add reminders to all the work items across projects. But, they cannot view, edit or delete reminders created by other users.
  2. Managers can add reminders to all work items in the projects and sprints in which they are assigned. They cannot view, edit, or delete the reminders created by other users.
  3. Members can add reminders only to the work items assigned to them. They can edit or delete only their own reminders. If they are removed from the work item, they cannot create new reminders but can edit and delete the self-created reminders.
  4. Creator is the person who creates the work item. The creator (admin, manager, or member) irrespective of the role can add reminders to the self-created work items.
  5. Admin, managers, and members can create reminders for all the unassigned work items.

Types of reminders

There are different types of reminders to choose from. Each of these serve a different kind of purpose.

Remind On  

When you need a reminder on a particular date and time, you can choose the Remind On type. Select the Date of the reminder, Time, set Frequency (hours, days, and weeks), and Occurrences.

For example, let's say you want to create a reminder for the upcoming work item in a sprint. Select Remind On (Reminder Type) and specify an upcoming Date and Time. If you need to receive 3 reminder emails every 4 hours, do the following:

Reminder Type: Remind On

Date: 04/20/2019

Time: 10:00AM

Frequency: 4 Hours

Occurrences: 3

You will receive an email on 04/20/2019 at 10:00AM for every 4 hours. And the email will be triggered 3 times on that particular day.

Remind Daily

Based on the priority of the work item, you can also set reminders on a daily basis. Select the Remind Daily (reminder type) to receive a daily reminder for the work item.
  1. You can set this reminder only for the work items with a start and end date.
  2. You cannot edit this reminder after it is created.
  3. Reminder emails will be sent based on your work hour settings.

Remind before start date

Let's say want to get notified before the work item starts. In this case, you can use Remind before - Start Date as your reminder type. It is enabled only for work items with start and end dates.
  1. You can edit the reminder before it is completed.
  2. The last occurrence of the reminder should fall before the work item's start date.
  3. Reminder will be deleted if the modified start date falls on a past date.
For example, you're assigned to a work item with the start and end date as 04/01/2019 (MM/DD/YYYY) and 04/05/2019 (MM/DD/YYYY).You have a total of 5 days to complete the work item. You want to set a reminder before the start date. So you create a reminder two days before the start date for 2 hours with email being triggered thrice. For this, do the following:

Type: Remind Before (2 Days) - Start Date

Frequency: 2 Hours

Occurrences: 3

You will receive an email on 03/30/2019 (two days before the start date) for every 2 hours. And the reminder will be triggered 3 times.

Remind before end date

You can create a reminder before the end date of the work item. This reminder type is for work items with a start and end date.

If you want to create a reminder before the end date of the work item, set the frequency and occurrences within the end date of the work item.

Remind after start date

You can also set reminder after the start date of the work item. It is enabled only for work items with a start and end date. You can create this reminder before the end date of the work item.

For example, you're assigned to a work item with the start and end dates as 04/10/2019 (MM/DD/YYYY) and 04/15/2019 (MM/DD/YYYY). You have a total of 5 days to complete the work item. You want an email notification after the start date of the work item. You need to set a reminder one day after the start date for every 3 hours and get emails twice. do the following:

Type: Remind After (1 Day) - Start Date

Frequency: 3 Hours

Occurrences: 2

You will receive an email on 04/11/2019 (one day after the start date) for every 3 hours. And the reminder will be triggered 2 times.

Remind after end date

If you want to receive a reminder after the end date of the work item, you can create the 'Remind After' type. It is enabled for work items with the start and end date. Refer to the example mentioned above for the Remind After start date setting. It works the same for the remind after end date.
The occurrences that you set should fall within two years in the date range.

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION

                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.

                                          Manage your brands on social media

                                            Zoho Desk Resources

                                            • Desk Community Learning Series

                                            • Digest

                                            • Functions

                                            • Meetups

                                            • Kbase

                                            • Resources

                                            • Glossary

                                            • Desk Marketplace

                                            • MVP Corner

                                            • Word of the Day

                                              Zoho Marketing Automation

                                                Zoho Sheet Resources


                                                    Zoho Forms Resources

                                                      Secure your business
                                                      communication with Zoho Mail

                                                      Mail on the move with
                                                      Zoho Mail mobile application

                                                        Stay on top of your schedule
                                                        at all times

                                                        Carry your calendar with you
                                                        Anytime, anywhere

                                                              Zoho Sign Resources

                                                                Sign, Paperless!

                                                                Sign and send business documents on the go!

                                                                Get Started Now

                                                                        Zoho TeamInbox Resources

                                                                                Zoho DataPrep Resources

                                                                                  Zoho DataPrep Demo

                                                                                  Get a personalized demo or POC

                                                                                  REGISTER NOW

                                                                                    Design. Discuss. Deliver.

                                                                                    Create visually engaging stories with Zoho Show.

                                                                                    Get Started Now

                                                                                                        • Related Articles

                                                                                                        • Zoho Sprints Data Deletion Process

                                                                                                          Delete Sprints Workspace You can delete your Zoho Sprints workspace. When you delete the Sprints workspace, PII data will be deleted immediately and the team will be scheduled for the data cleanup process and it cannot be recovered. Inactive ...
                                                                                                        • Zoho Sprints HIPAA Compliance Guide

                                                                                                          The Health Insurance Portability and Accountability Act (including the Privacy Rule, Security Rule, Breach notification Rule, and Health Information Technology for Economic and Clinical Health Act) ("HIPAA"), requires Covered Entities and Business ...
                                                                                                        • Data Encryption in Zoho Sprints

                                                                                                          Encryption is primarily used to safeguard the content of a message so that only the intended recipients can read it. This is done by replacing the content with unrecognizable data, which can be understood only by the intended recipient. Encryption ...
                                                                                                        • Zoho Sprints GDPR Compliance

                                                                                                          Data privacy and security are the core elements that every business should guarantee its customers with. Keeping this in mind, the European Union's General Data Protection Regulation (GDPR) came into discussion. It enforces all the businesses across ...
                                                                                                        • Introduction to Zoho Sprints API

                                                                                                          Zoho Sprints APIs use Oauth 2.0 framework for authorization and authentication. They are REST based and will help you manage your data in Sprints with ease. You will be able to integrate with other Zoho applications and third-party applications using ...
                                                                                                          Wherever you are is as good as
                                                                                                          your workplace



                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                                            CRM Tips

                                                                                                            Make the most of Zoho CRM with these useful tips.

                                                                                                              Zoho Show Resources