How to Set Up Reminders in Quickbase

Reminders allow you to send an email a specific number of days before or after a record date. Let’s consider a few examples:

✓ Email an employee’s manager a week before the employee’s birthday

✓ Email a reminder to the equipment manager when a tool has passed its calibration date

✓ Send a technician an email the day before scheduled travel

Let’s take a look at how we might set up our last example:

Send a technician an email the day before scheduled travel

1. Go to the table containing your task records. Then, click the ‘Settings’ link in the upper-left corner of the page.
2. Once there, find the option for Notifications, Subscriptions, and Reminders. Click ‘New’ and a pop-up box will appear. Select ‘Reminder’ and click the button labeled ‘Create’. You will now be presented with a few simple options to configure your Reminder.
3. Start by giving your Reminder a name:

1. Next, tell Quick Base who should receive the reminder by specifying the number of days before/after a date field in your table

In this case we are telling Quick Base to send a reminder 1 day prior to the [Start Date]

1. If you choose, you can also set additional conditions to only send your reminder under more specific scenarios. In this case we will only send the reminder if the employees travel has been ‘fully booked’

1. Lastly, add any text you would like to include in your email reminder:

Once you’ve completed this step navigate to the the top of the setting page and click ‘Preview’ to view an example of what your reminder will look like when sent

1. Once you’re satisfied with your Reminder settings click ‘Save’

For more information regarding triggered emails in Quickbase, checkout our articles on Subscriptions and Notifications.

• Author: Jake Rattner
• Email: jrattner@quandarycg.com
• Date Submitted: 11/28/2018