Configuring reminders on processes
In Unifize, reminders help maintain momentum by automatically notifying users if a record has been inactive for a specific number of days. You can configure these reminders at the process level to ensure timely follow-ups and reduce the risk of missed actions.
What Are Reminders?
A reminder is a system-generated message that is sent to record participants when a record has been inactive for a set period. This helps prompt users to take action, respond to checklists, or move the record forward in its workflow.
How to Configure a Reminder
To add a reminder to a process:
Go to Manage from the left sidebar
Click the pencil icon next to the process you want to edit
Scroll to the Reminders section in the configuration panel
Click + Add auto reminder
You’ll now see the following fields:
🛠 Reminder Settings
Auto remind in [ X ] days of inactivity
Enter the number of days the record should be idle before the reminder is triggered.
Allow participants to disable (toggle)
Enable or disable the ability for record participants to manually turn off reminders.
Reminder message
Type the custom message that will be sent to participants when the reminder triggers.
🗑️ Trash icon
Use this to delete the reminder if no longer needed.
Example Configuration
Auto remind in: 3
Message: “This record has been inactive for 3 days. Please review and take the necessary next steps.”
The reminder will automatically be sent to the record participants if no action has been taken for 3 days.
Best Practices
Keep reminder messages clear and actionable
Use reminders for processes where delays commonly occur
Let participants disable reminders only when appropriate (e.g., low-priority workflows)
Keep the number of reminders reasonable to avoid notification fatigue
Reminders are a simple but powerful way to keep work moving in Unifize. By setting up inactivity-based nudges, teams can reduce bottlenecks and ensure that records are progressing through their intended workflow.
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