Send reminders to project workers

Reminder options

As an authorized production administrator, you can send the following types of reminder notifications to project workers:

• Submit invoice

• Submit timecard

• Submit Expenses

• Complete Onboarding

• Agent Complete Onboarding

• Complete Startwork

• Sign W-9 Form (this option is available for employees only)

How to send a reminder to project a project worker

To send a reminder notification:

1. In the left-side navigation, click the dropdown menu

2. In the dropdown menu, select the name of the project that you want to send reminders for

3. In the left-side navigation, click People

4. On the project People dashboard, click to check the boxes next to each project worker that you want to send a reminder to

5. Click the Actions button at the bottom of the page and select Send reminders

6. In the Send a reminder popup, under select type of reminder click on the type of reminder that you want to send

7. Review the list of project workers who will receive the reminder

8. Click the Send button

After you send a reminder, you’ll need to wait 24 hours before you can resend it to the same people.

How to bulk send reminders to project workers

If you want to send the same type of reminder to multiple project workers:

1. On the project’s People dashboard, you can click the checkbox in the header to select all workers

2. When you select all workers, Wrapbook will detect any workers that no longer need to be reminded, and omit them from the bulk send

   • When this is the case, you’ll see a message in the popup indicating how many workers will not receive the reminder

   • To see the list of project workers that will be omitted, click Show which people to expand the list

3. When you’re ready to send out the reminder notification, click the Send button