Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to send a reminder to Participants to act on an Approval.
Important Note: Board.Vision web app is supported on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later).
To send a reminder to Participants to act on an Approval:
1) Log in to your Board.Vision account using your registered email address and password.
2) From the left navigation menu, go to Approvals, and click on the Approval Name with a Pending Outcome status.
3) On the View Approval page, click on Send Notification/ Change Deadline.
4) On the Send Notification/Change Deadline pop-up window, select the following options:
a) Notify via Email and/or Push Notification.
b) Under the Notify Participants & Executive Assistants section, select the Business Users and their PAs you wish to notify.
Then, click on Confirm.
Important Note: To expand the Participants & EA, as well as the Observers list, click on the arrow down icon next to the Notify Participants & Executive Assistants header.
You have successfully sent a reminder to Participants to act on an Approval.
Congratulations! You have completed the tutorial on how to send a reminder to Participants to act on an Approval.
If you face any issues in completing the steps shown in this tutorial, please reach out to our Customer Experience Team at firstname.lastname@example.org or +65 69097100 and we will be happy to help.
Our hotline operating hours are from Mondays to Fridays 9:00 AM to 6:00 PM SGT (excluding \ public holidays).