Step 1: Log In
Ensure that you are logged into your BuildPass account.
Step 2: Select a Project
Choose the project for which you want to set up a reminder.
Step 3: Access Forms
Scroll down to the Forms section.
Click on the drop-down arrow button to expand the options.
Step 4: Choose Reminders
From the drop-down menu, select "Reminders."
Step 5: Create a New Reminder
Click the green "New" button in the upper right-hand corner of the screen.
Step 6: Fill Out the Reminder Form
You will be presented with a form to enter the following details:
Form Selection: Choose the specific form you want to set a reminder for.
Recipient: Select the admin user who should receive the reminder.
Frequency: Choose how often the reminder should be sent (e.g., weekly).
Time: Set the reminder time (e.g., Monday at 9:00 AM).
Reminder Title: Optionally, customize the title for the reminder.
Step 7: Create the Reminder
After filling out the form, click the "Create" button in the bottom right-hand corner.
Step 8: Confirmation
Your reminder is now set up! The selected admin user will receive an email every Monday at 9:00 AM with a direct link to the form.
Step 9: Email Preview
The email notification will include a clickable link, allowing the recipient to access the form directly.
Important Note:
Reminders can only be sent to staff or admin users.
Subcontractors cannot receive reminders.
Need Help?
If you have any questions or need assistance, click here to contact BuildPass Support.