What is the difference between an Alert and a Reminder?

  • Updated

Alerts and Reminders that are set up for Tasks serve different purposes.

 

Alerts - A user that assigns a Task to another firm member has the option to select an Alert so that they receive a Notification when the Task they assigned has been Completed or is Past Due. Past Due Alerts are sent to the AssignedBy person and Completed Alerts are sent to everyone on the Task except the person who marks the Task Completed 

 

Reminder - Used by the firm member completing the Task(s). Reminders can be set to be sent a number of Minutes, Hours, Days or Weeks before an event. They can be sent via SMS, Email or Popup when you are logged into your CARET Legal account.

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