Send reminders for optional requirements

How to remind users about optional requirements

Steps

1. Find your "Open" requirements

• Start by looking for the specific optional requirements that need a follow-up.

• Make sure your view is filtered to Open requirements. Since completed tasks are already off the list, the system only lets you send reminders for things that are still in progress.

2. Choose to send one-by-one or in bulk: 

• For a quick individual nudge: Just hover over a specific requirement to find the Send Reminder button.

• To save time with a group: Select all the requirements you’re targeting, then click Send Reminders to handle them all at once.

3. Add a personal touch

• You’ll have the chance to include a short message with the notification. This is a great spot to explain why this specific training matters or what they should focus on. We’ve found that a quick personal note really helps catch people's eye and boosts completion rates.

Keep in mind: If you’re sending reminders to a group, the same message will go to everyone you’ve selected.

4. Review and Send

• Take a final look to make sure you’re reaching out to the right people, then click Send Reminders one last time to confirm.

• Your team will see those emails in their inbox within a few minutes, clearly showing what the task is, who sent the nudge, and your personal message.