Nudge Reminder Feature | Elate Help Center

The Nudge

The "Nudge" tab lives under the "Objectives" table in the Plan Execution module. This allows admins to easily apply filters and send nudges to specific teams and users.

Filters make nudging easier:

Update Overdue
Should be Closed

Who Can Nudge?

Only account admins can see the quick filters on the objectives tab and Nudge users.

How to Nudge:

Nudge 1: Objective Status Update

Select the "Update Overdue" quick filter to see objectives that should be updated.
Click the checkbox next to the objective you want to nudge and click "Nudge - Update Status" in the dropdown.

update overdue objective status update with Elate

After clicking Nudge - Update Status, a pop-up will appear. Admins can edit a custom message to deliver with a nudge.
Once the message is finalized, click "Send" to deliver the nudge to update the status of the objective owners for the selected objectives. A nudge will be sent to the objective owner via Email, Teams, and Slack.

send reminder to update objectives with Elate Nudge functionality

Nudge 2: Closing Out Objectives

Select the "Should Be Closed" quick filter to see objectives that need to be closed out.
Click the checkbox next to the objectives you want to nudge and click "Nudge - Close Objective."

After clicking Nudge, a pop-up will appear where users can edit a message to send with the nudge to close.
Once the message is finalized, admins can click "Send" to send the reminder to close nudge via Email, Teams, and Slack to the objective owners of the selected objectives.

send reminder to close objectives using Elate nudge functionality

Happy nudging!