Approval Settings: How to Set Recurring Reminders for Approvals

Welcome to Board.Vision Tutorials. In this tutorial, we will walk you through the steps to set recurring reminders for Approvals.

Important Note: The Board.Vision web app is optimised and supported for desktop use on Google Chrome (version 65.0 and later) and Microsoft Edge (version 87.0 and later). Please note that this support is intended for desktop environments and is not applicable to mobile devices.   

To set recurring reminders for Approvals:

1) Log in to your Board.Vision account using your registered email address and password. 

2) Click on Your Profile Picture at the top right of your screen.  

3) Then, click on Global Settings from the dropdown menu.   

4) On the "Global Settings" page, navigate to the Approval Settings section and you will find the "Set Automatic Reminder" checkbox. Select the checkbox to enable the scheduled or recurring reminders.

5) When selecting the "Recurring Reminder" option, the system will display the following configuration.

6) Configure Recurring Reminder settings. 

a) Reminder Time

• Set the specific time when reminders should be sent.

b) Reminder Frequency

• Choose how often reminders should be sent by entering a value in the "Number of days between reminders" textbox:
• Daily – Enter 1
• Alternate days - Enter 2
• Weekly – Enter 7
• Monthly – Enter 30

c) Recipients

• Select who should receive the reminders: