To send a reminder, follow the steps based on where you’re working:
From the Project Dashboard
Click on the client’s initial on the project dashboard.
Choose Email Link or Copy Link.
Copy Link allows your firm to copy the reminder link and send it to the client through a different channel (for example, by direct email or chat).
From Within a Project
If you’re already working inside a project:
Click on any of the client initials.
Choose Email Link or Copy Link.
Copy Link allows your firm to copy the reminder link and send it to the client in a different way.
Note: Sending reminders helps keep clients engaged and ensures projects stay on schedule.