When you assign an activity to your client you can choose to have the item due on a daily, weekly, or monthly schedule.
Activity reminders are recurring and will continue on the schedule you set.
When an activity is assigned an email is automatically sent to your client letting them know.
Daily
Assigning an activity on a daily schedule will make it due the following day at midnight
The reminder will be sent out the following day at 4 pm to your client.
i.e. Assigning an activity on Thursday, Aug 3rd, will make the activity due Friday, Aug 4th at 11:59 pm. The reminder will be sent to your client to complete at 4 pm on Aug 4th.
Weekly
Assigning an activity on a weekly schedule will make it due the following week at midnight.
The reminder will be sent out the following week at 4 pm to your client.
i.e. Assigning an activity on Thursday, Aug 3rd, for 1 week later, will make the activity due Thurs, Aug 10th at 11:59 pm. The reminder will be sent to your client to complete at 4 pm on Aug 10th.
Monthly
Assigning an activity on a monthly schedule will make it due the following month at midnight.
The reminder will be sent out the following month at 4 pm to your client.
i.e. Assigning an activity on Thursday, Aug 3rd, will make the activity due Sunday, Sept 3rd at 11:59 pm. The reminder will be sent to your client to complete at 4 pm on Sept 3rd.
Please note that the To-Do list is not recurring, and is intended for one time tasks.
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