You can set up, at the customer level, automatic task reminders.

Requirements: You must have a customer role at the customer level that includes the Modify Customer user right.

For Approvers and Reviewers, up to three reminders are provided, each with a different subject, message and sending date relative to the due date of the task. 

The date options for sending task reminders are:

  1. From the Customer menu, select Manage Task Reminders.
  2.  Define task reminder dates, reminder messages, and reminder time as necessary.
    Tips: You can use tags to insert variables in the task reminder messages. The following tags are available to be used:

    Note: The time specified is based on the server time.
  3.  Click Apply.

Tip: If you do not want the automatic task reminder to be sent from a specific task, you can define it when you create a task. In the Task Options area, select the Exclude task from automatic reminders check box.

Note: Action Task is excluded from this feature. The automatic task reminders is not sent to the task user of Action Tasks.