# 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.

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### 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.

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### How to Configure a Reminder

To add a reminder to a process:

1. Go to **Manage** from the left sidebar
2. Click the **pencil icon** next to the process you want to edit
3. Scroll to the **Reminders** section in the configuration panel
4. Click **+ Add auto reminder**

You’ll now see the following fields:

#### 🛠 Reminder Settings

| Field                                        | Description                                                                           |
| -------------------------------------------- | ------------------------------------------------------------------------------------- |
| **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.                                  |

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### 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.

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### 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

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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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