Step-by-Step Guide to Configuring Project Reminder Settings on Your Dashboard

STEP 1: Click on "Settings" in the Dashboard

• Navigate to the left sidebar of the Dashboard.
• Locate and click on the Settings option highlighted in red.
• This will direct you to the settings page for further configuration.
• Ensure you are logged in to access the settings.

STEP 2: Click on "Project Settings"

• Navigate to the left sidebar menu.
• Locate and click on Project Settings.
• This will take you to the Company Settings page where you can manage various company details.
• Ensure to fill in all required fields marked with an asterisk (*).

STEP 3: Select "Project Settings"

• Click on the Project Settings tab to access the project configuration options.
• Ensure the following inputs are available:
  • Send Reminder: Check this option to enable reminders.
  • Send Reminder To: Choose between Administrators, Project Members, or All.
  • Remind before: Enter the number of days for the reminder (required field marked with *).
• After making your selections, proceed to the next step.

STEP 4: Select "Send Reminder"

• Click on the Send Reminder option in the Project Settings.
• Ensure the checkbox is selected.
• Fill in the Remind before field (marked with *), specifying the number of days.
• Choose the recipient type under Send Reminder To (Administrators, Project Members, or All).
• Click Save to apply changes.

STEP 5: Select "Send Reminder To"

• Click on the "Send Reminder To" section.
• Choose one of the options:
  • Administrators
  • Project Members
  • All
• Ensure to fill in any required fields marked with an asterisk (*).
• Proceed to the next step to enter "Remind before".

STEP 6: Enter "Remind before" Value

• Click on the "Remind before" field.
• Input the number of days for the reminder (required).
• Ensure the field is filled as it is marked with an asterisk (*).
• Proceed to the next step by clicking the "Save" button to confirm your settings.

STEP 7: Click on "Save" to Confirm Project Settings

• Ensure all required fields are filled, including "Remind before" value.
• Click the Save button located at the bottom right of the form to apply your settings.
• Review the confirmation message to ensure settings are saved successfully.