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 completed the tutorial on how to send a reminder to Participants to act on an Approval.
If you face any issues, please reach out to our Board.Vision Customer Success Team at support@board.vision or +65 6909 7100 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).