Send a Nudge Reminder About a Task

Last updated: March 13, 2026

When a task needs attention and the automated reminders aren’t cutting through, a Nudge sends a personal, branded email directly to the assignee — with your message and a direct link to the task.

Steps

  1. Go to Projects and open the relevant project.
  2. Find the task you want to nudge about.
  3. Hover over the task to reveal the action icons, then click the paper plane icon (Nudge Reminder).
  4. Review the recipients — the task assignee(s) are pre-filled. Add others if needed.
  5. Write your message explaining what action is needed.
  6. Click Send.

Each recipient gets their own personalized email with your message, the project and task name, and a direct link to the task.

What the Nudge Email Includes

  • Your name and custom message
  • The project and task name
  • A direct link to the task

Tips

  • Use sparingly — nudges are in addition to automatic reminders. Too many emails creates fatigue.
  • Each recipient gets a separate email — so messages are individual, not a group send.
  • You’re CC’d on every nudge you send, so you have a record.
  • Nudges are logged in the Project Activity for transparency and audit trail purposes.