Set Due Dates With Automatic Followup Nudges
Let Punchlist handle the follow-up for you with automatic email reminders, to help you collect feedback on time, every time.
If you like the idea of a set-it-and-forget-it feedback machine without having to do a bunch of email followup, this feature is going to make your life a whole lot easier:
Due Dates and Automatic Nudges.
Why spend time reminding your client or teammate that their feedback is due? With “Due Dates” in Punchlist, it’s as easy as selecting a date on the calendar, then we’ll take care of the rest.
How to set up Due Dates with Automatic Nudges:
- Create a New Project (or access an existing Project in your Dashboard).
- On the Share / Invite page, add Teammates by typing in their Email addresses. (This screen pops up right after you Create a New Project, or you can manually navigate to the “Share” button in the top right navigation while inside a Project.)
- Next, select a Due Date from the dropdown calendar.
- Click Send Invite.
Boom. Punchlist takes care of the rest.
We’ll send your Teammates automatic reminders to ensure they give you feedback on time.
These reminder nudges go out 3 days before, and 1 day before the Due Date you set, and these notifications will contain custom information tailored to your project:
- Project Name
- Due Date
- Button that takes them straight to your Project for feedback with 1 click
Here’s what that looks like on their end:
Reminder: It’s always free for your Guests to give feedback on a Project, and they don’t even need to sign up for a Punchlist account.
That being said, it is best practice to have them at least fill out their Name, so you know who is giving specific feedback (rather than Anonymous) – especially for Teams with multiple stakeholders.
Voila! Now you’ve got yourself a semi-automatic client management machine.
And you can spend less time following up – more time creating.
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