Bulk Run Reminders

Using Bulk Reminders on the Runs Page

You can now send reminders in bulk from the runs page. This feature lets you target who receives reminders and helps you manage late or overdue runs more efficiently.

Bulk actions you can perform on the runs list

  • Close
  • Export
  • Delete
  • View
  • Reminders (bulk reminder capability)

Targeting who to send reminders to

The summary page includes the new bulk reminder option, which adds a choice for who to send the reminders to. You can send reminders to:

  • Every person on every run
  • Only those people who have open step assignments on the selected runs

How to use bulk reminders (step-by-step)

  1. Open the runs page and filter the list by workflow (for example, Applicant Review).
  2. Select all of the runs in the filtered list.
  3. From the bulk actions, choose the Reminders option to send bulk reminders.
  4. Choose the recipient scope:
    • Send reminders to every person on every run
    • Send reminders only to people with open step assignments on these late runs
  5. Review the selection and confirm to send the reminders.

That’s the new feature for sending bulk reminders, which helps you target reminders more precisely by focusing on open step assignments when appropriate.

Watch the Video

https://vimeo.com/1151092763

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