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Send email reminders

How can I send email reminders in Tallyfy?

Tallyfy provides automatic reminder emails based on individual user notification settings, but situations may require immediate manual reminders for specific tasks.

Manual email reminders prove particularly valuable for urgent tasks requiring immediate attention or when standard automatic reminder schedules don’t align with specific deadline requirements.

How do I send manual email reminders for tasks?

  1. Find the task you want to remind assignees about (e.g., in the Tasks view or Tracker view).
  2. Click the menu icon (…) next to the task name.
  3. Choose Send Email Reminder from the menu. Send Email Reminder option in task menu
  4. Tallyfy will immediately send a reminder email to everyone assigned the task. The email looks like this: Example reminder email

What should I know about manual email reminders?

  • This sends the reminder immediately.
  • It goes to all current assignees (both members and guests).
  • It ignores users’ personal notification settings (they get this email even if they turned off daily reminders).
  • Use this feature thoughtfully; avoid overusing manual reminders.

To adjust automatic reminder settings, see Manage Email Notifications.

Personal Settings > Manage email notifications

Tallyfy allows users to customize email notification settings through their profile to control workflow communication frequency and prevent email overload while ensuring mandatory weekly digest reminders for task tracking.

How To > Ensure everyone in your team completes an approval or task

Tallyfy helps ensure task completion through automated reminders clear task definitions consolidated approvals comment-based follow-ups personal communication escalation paths and recognition strategies that combine digital tools with effective management practices.

How To > Make people accountable for tasks

Tallyfy helps create accountability for tasks through transparent workflows automated reminders manual nudges single-person ownership features commenting systems blocker documentation clear task instructions expiration policies escalation paths and balanced accountability culture approaches.

Webhooks > Send emails using webhooks

The system enables automatic custom email notifications through webhooks by connecting Tallyfy with middleware tools to trigger emails based on specific task completions or events within processes.