Email reminders help ensure users update their data on time. You can send reminders manually or configure them to send automatically on a schedule. Automatic reminders make it easier to keep your reporting process on track without having to remember each reminder yourself.
Creating a New Email Reminder
From the left navigation, click Automation.
Locate Reminders.
On the Manage Reminders page, click the Add (+) icon.
In the Name field, enter a name for the reminder, for example:
Central Division Quarterly Reminder
In Subject, enter the email subject line, for example:
Central Division Q4 Reminder
Click Save.
Configure basic reminder details
Once a reminder is created, you can refine which elements and recipients are included using the configuration tabs. Each tab filters, targets, or schedules how the reminder will function.
Locate the Reminder you want to work with in the Reminders page.
Click the kebab menu (⋮) and select Edit Reminder.
Reminder Tab
The Reminder tab contains the core settings for the email reminder.
Use it to:
Edit the reminder name
Configure Recipients
Update the subject line
Customize the message body
Manage email tokens (e.g.,
{FirstName},{ReportingPeriod},{ItemList})Add CC recipients
💡 This tab controls the content and structure of the email itself.
Criteria Tab
The Criteria tab determines which elements are included in the reminder. These filters allow you to target only the items users need to update.
Use it to filter by:
Scorecards - Select the Scorecard or Scorecards to include.
Statuses (e.g., Not Defined, No Information)
Element Types (Objectives, Measures, Initiatives, etc.)
Element Owners
Days Since Last Update
💡 Mark the checkbox next to a dropdown menu to Select all elements.
Recipient Preview Tab
The Recipient Preview tab shows exactly who will receive the reminder and which elements each user will be notified about.
You can:
Verify that the right users are included
Confirm that the filtered elements match your criteria
Catch unexpected or missing recipients before sending
💡 This tab acts as a final accuracy check.
Schedules Tab
The Schedules tab connects the reminder to an existing schedule so it can send automatically.
Use it to:
Attach the reminder to one or more schedules
Review which schedules are currently linked
Ensure reminders are sent on reporting cycles without manual action
Edit existing Schedules by clicking the kebab menu (⋮) and select Edit Schedule.
💡 This tab only lists schedules—you must create schedules separately in the Schedules section.
History Tab
The History tab displays all past sends for this reminder.
Here you can:
Review when the reminder was sent
See which reporting period was used
Confirm successful delivery activity
💡 This tab serves as an audit trail for reminder activity.