Collaborate With Your Team - Creating and sending email reminders

- From the Control Panel click on **Automation** - Click on **Reminders** under Notifications & Reminders - Click on the **Plus icon**

- Under **Name**, enter the name of the new Reminder, in this example, ‘Central Division Dec 2023 Reminder’. - Select the **Recipients** by marking the appropriate checkbox

- You can decide to carbon copy emails in the **Copy Emails To** - Under **Subject**, enter the subject, in this example, ‘Central Division Dec 2023 Reminder’.

- Please consider the following in the **Message field** - When customizing the Message text, make sure to leave {FirstName}, {ReportingPeriod}, and {ItemList} intact. - These codes will pull in the relevant information (first name, reporting period, and included elements) for each user receiving the email. - You can also use {fullName} or {lastName} as tokens in the reminder template.

- Navigate to the **Scorecards tab**, you will be able to select the Scorecards to be included

- The **Status tab** will allow you to choose one or more Statuses if necessary, for example, you can remind your users to update all elements that have a status Not Defined and No Information

- In the **Elements tab**, you can select the Elements you want to remind your users to update

- The **Owners tab** allows you to filter by Element owner

- In the **Dates tab**, you can choose the number of Days Since Last Update

- The **Recipient Preview tab** shows a preview of all users who will be sent a reminder, along with which elements will be included - Once you are done with your configuration, click **Save**

- From the Control Panel click on **Automation** - Click on **Reminders** under Notifications & Reminders

- Click the **three dots icon** next to the edit Pencil icon - Select **Send Reminder** - Using the dropdown menu select the **Reporting Period** - Once you click **Send**, an email will be sent immediately to the selected recipients.