Bulk Run Reminders
Chasing late work one person at a time does not scale. From the Runs page you can select a group of runs and send reminders about all of them in one action.
Send reminders in bulk
- Open the Runs page.
- Filter to the runs you want to chase. Late and in-progress is the usual combination.
- Select the runs with their checkboxes.
- Open Send reminders in the Bulk Actions panel and choose who it goes to.
Bulk reminders sit alongside the other bulk actions on that page, including close, export, delete and view.
Choosing who gets it
There are two choices:
- Send to all participants, everyone on the selected runs.
- Send only to people with open steps, just those with work outstanding.
Reach for the second one almost every time. Sending to everyone on every run trains people to ignore the notification, which is the one outcome you cannot undo.
A weekly pass
The habit that works: filter the Runs page to in-progress runs past their due date, look at what is genuinely stuck rather than merely open, and remind on those. Runs that are late every single week are telling you something about the workflow or the schedule rather than about the people, and no amount of reminding will fix it.
Reminders set in advance
Bulk reminders are for chasing after the fact. To have reminders sent automatically without anyone watching, set them on the workflow or on the run. See Configuring Workflow & Run Reminders.
Video walkthrough
This video walks through sending run reminders in bulk.