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Send email reminders

How to send manual email reminders for tasks

Tallyfy sends automatic reminder emails based on user settings. However, sometimes you might want to send an immediate reminder for a specific task, especially if it’s urgent.

Sending a manual reminder

  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

Important things to know

  • 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

Users can manage their email preferences through profile settings to control notification types and schedule weekly digest reminders while maintaining at least one mandatory reminder day per week.

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.

How To > Make people accountable for tasks

Tallyfy’s comprehensive system combines automated reminders visible workflows clear task ownership manual notifications commenting features and structured escalation paths to establish effective accountability measures for task completion.