Projects & Delivery
Setting Reminders (Date-Triggered Notifications)
Configure automated in-app and email reminder alerts for upcoming deadlines, client check-ins, and invoice follow-ups.
Freelancers juggle dozens of concurrent deadlines. Relying on memory alone leads to missed follow-ups. Flanceflow lets you set date-triggered reminder notifications on projects, tasks, and client touchpoints.
How to set a reminder
- Open any project, task modal, or client profile.
- Click the bell icon or select "Set Reminder" from the action menu.
- Choose the trigger date and time for the alert.
- Select the reminder notification channel: In-App Topbar Badge, Desktop Push Notification, or Email.
- Add a custom reminder note (e.g., "Check in with Sarah on wireframe approval before Friday demo").
- Click "Save Reminder". The reminder will appear in your topbar bell menu when triggered.
Reminder notification channels
| Channel | Where it appears | Best suited for | Prerequisites |
|---|---|---|---|
| In-App Badge | Topbar bell icon with unread count | Daily workflow check-ins while working in Flanceflow | None (built-in). |
| Desktop Push | OS notification banner (Mac / Windows) | Urgent same-day deliverable deadlines | Browser permission approved in Settings > Preferences. |
| Email Notification | Your registered studio inbox | Advance notices (24-48 hours before milestones) | Valid email configured in Settings. |
Reminder management tips
- Snooze options: When an in-app reminder fires, click "Snooze 1 Day" or "Snooze 1 Hour" if you need more time before taking action.
- Automated invoice follow-ups: For invoices, enable "Automated Overdue Reminders" in Customize Settings to send payment reminders without manual setup.
- Morning daily digest: Flanceflow compiles all reminders due today into a clean morning notification banner on your dashboard.
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