Send a reminder for target actuals check in

Send reminders to the target owner and contributors to ensure target check-ins are completed before the due date.

시작하기 전에

Role required: sn_apw_advanced.spw_goal_user

이 태스크 정보

Sending the reminders to the contributor owner of the target helps them ensuring the target checkins before the due date.

주:

Only the owner or contributors of the goal or target can send check-in reminders.

프로시저

1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
2. On the Strategy and Goals page, select the goal-based board for which your target belongs to.
3. Select the Row context menu icon () of the target that you want to send a reminder and then select Send reminder.
4. On the Send target check-in reminder window, enter an optional message in the Message field to help users update the target actuals, then select Send.

결과

Contributors are notified with a check‑in reminder to update the target actuals.

관련 태스크

• Create a goal
• Add a target for goal
• Duplicate a goal or target
• Align work with a goal or target