Page tree




How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?



If you've assigned a task to a client, but you haven't heard back from them, try sending a reminder.

Click the Resend task button in the Task details page and an email will be sent to the assignees who haven't completed the task or approved the documents.

You can send a reminder at any time - whether a task is overdue or not. And you can send a reminder more than once if you need to (don't worry if you accidentally double-click the Resend task button - it won't send multiple reminders to the same person in one go).

You can see the reminders you've sent for a task in the activity stream on the Task details page. You'll also see an alarm clock icon in the Tasks page for all tasks that you have resent as a reminder. Hover over the icon to see the date and time of the most recent reminder.