> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/processes/process-steps/process-step-settings/reminders.md).

# Reminders

Reminders work on active steps only.

A reminder is a scheduled notification that can be sent to any available recipient a single time or recurrently depending on date- and time-based events.

{% stepper %}
{% step %}

## Open reminder settings

Go to Process builder. Open [Step Settings](/processes/process-steps/process-step-settings.md) (1) and expand "Reminders" (2).

![](/files/d447e7fb42e600e796ca15a4c277df8aa7227a92)

Click on "add" links (3) to open popup "Step Reminder Edit" (4):

![](/files/ecaf39875f289cd73e43e6b232a5414180f50609)
{% endstep %}

{% step %}

## Schedule the reminder

A reminder can be scheduled for some period of time relative to a specified date/time (event). Period (5) must be a numeric expression that returns a number of units selected in the proper picklist (6). The Period type (7) picklist allows you to select whether the period should be set before or after the event.

![](/files/20ef7d53ab8cba155b7e7d66b844103de09c99a8)

An event is a date/time value. Select its type (8) depending on your needs:

* **Process** — event value (9) will be related to the current process instance:

![](/files/e7c50d1c909b6a194f6a8e8ecec6ac2d21b70626)

* **Field** — event value should be selected from current process Data Source Object fields. Click the ">>" button to show field picker (10), select the necessary field, and click "Apply":

![](/files/10e20c67ede056d12a57ecc3afee042485e82b8d)

![](/files/0887b74ed5a38b36eeceff5abff08ad0fdee29b8)

* **Formula** — value must be returned as a result of formula expression. Click the ">>" button to show formula picker (11), write a formula, and click "Apply":

![](/files/047932a53f8a11e519d598dcd2e3a7eb81f1bc3a)

![](/files/7554a759d1a324bb7aec841f17c5f54ba22daf77)

Check the "Consider Business Hours" checkbox (12) to exclude non-working hours, weekends, and holidays, if set in the user's organization, from date/time calculations.

By default, a reminder is sent one time. You can make it recurrent (auto-sent periodically). Check the "Is Recurrent?" checkbox (13) to show the proper form. Set repeat period (14) and specify stop condition (15) if necessary. Use the merge fields picker at the top of the popup.

![](/files/38b1b5f807b82e088080f0b7bf7a161046699da2)
{% endstep %}

{% step %}

## Configure notification recipients

A reminder can be sent to:

* **Step Assignee** — taken from the current step automatically.
* **User, Group**, **Role**, **Profile** — selected from proper lookups or picklists.
* **Field** — selected from the list of Data Source Object fields and represents any assignable object, such as a user or group.
* **Variable** — selected from the list of variables defined in the process and contains the ID of any assignable object, such as a user or group.
* **Email Address** — entered manually.
* **Slack** — the same Slack Webhook as selected in the "Slack Setting" field of Process [Notification Settings](/processes/process-settings/notifications-settings.md).

If the reminder recipient is set to anybody recognized by the system—Step Assignee, User, Group, Role, Profile, Field, or Variable—it can be notified via [Chatter](/functional/chatter-feeds/overview.md) or email.

If the recipient is set to "Email Address", it can be notified via email only.

If the recipient is set to "Slack", it can be notified only by the preselected Slack Webhook.
{% endstep %}

{% step %}

## Configure Chatter notification

To send notifications via Chatter, select the proper option in the "Remind By" picklist (16) and write a message text in the proper field (17):

![](/files/e6784ed9cfc411be7ed6a718a884ec0aa503ef5d)

To use Canvas Application, check "Enable Canvas" (18) and populate Canvas properties in the small form that appears below (19).
{% endstep %}

{% step %}

## Configure email notification

To send notifications via email, select the "Email" option in the picklist (16). Then select Email Format (20), and populate the "Subject" (21) and "From" (22) fields:

![](/files/b16b58e028c8afe8d2d94a79b996ea20388e54d6)

* If you select "Plain Text" in the Email Format picklist, your message will be sent as is.
* If you select "HTML Text", your message will be sent as HTML. Enter HTML code in the "Message" field (24). The "Preview" button (23) will appear; click it to preview your message in a popup browser window.
* If you select "Email Template", your message will be sent based on a predefined template selected from the proper picklist (25):

![](/files/69518b8be6c0d62af8d0932ac38b5a12e1c37e27)

You can specify the "CC" field for email notifications. Enter email addresses or recipient Salesforce IDs separated by comma or as a JSON array to specify several recipients:

![](/files/59a29b501e3d5a18e1da912373ad389975172862)
{% endstep %}

{% step %}

## Configure Slack notification

To send notifications via Slack, select the proper option in the "Remind To" picklist and enter a message.

You can use context objects merged fields for any kind of reminders.

See more information on Merge Fields and Formulas at [Working with Context objects](/automations/queries-and-conditions/working-with-work-relay-context-objects/working-with-work-relay-context-objects.md) and [Working with Functions](/automations/functions-and-formulas/introduction-and-usage.md).
{% endstep %}

{% step %}

## Save and manage reminders

Save the configured reminder.

All reminders are shown in step properties. They can be deleted (26), added to library (27), or edited by clicking the proper row (28):

![](/files/642b22d877ac8ea77f39075a4115aa4da51e4f70)
{% endstep %}
{% endstepper %}