Types of Reminders
Default Reminders
Tomorro automatically generates reminders to help you track key deadlines for your contracts.
- For fixed-term contracts with notice periods: The reminder is triggered 1 month before the start of the notice period.
Example: A contract ending on 12/31/2022, with a 2-month notice period, generates a reminder on 10/01/2022 (1 month before 11/01/2022).
- For fixed-term contracts without notice periods: The reminder is triggered 1 month before the end date.
- For open-ended contracts: No automatic reminder is created.
However, you can create a customized reminder if needed.
Customized Reminders
Customized reminders are created manually to meet your specific needs. You can:
- Set a fixed date: The reminder is triggered on the selected date.
- Set a relative reminder: For example, the reminder can be triggered 3 months before the start of the notice period or another important deadline.
Automating or Creating Reminders
The process for creating a reminder is the same whether it is created from a project or a template. However, only administrators can use templates to automate reminders.
Go to the "Reminders" section on the right side by clicking on the bell icon
Click on "Add a Reminder"
Name your reminder
Choose the date:
Relative: In days or months (before the end date or renewal, including the notice period)
Fixed: On a specific date
Set up notifications:
All those with access: Participants and members accessing the project file (default)
Only project participants
Customized: Specific members or groups in your organization
Click "Create this reminder" to confirm ✅.
You can always delete or modify a reminder by clicking on it or on the trash icon next to it.
Triggering and Notifications
Triggering
Reminders will appear once the project is signed and are triggered on the morning of the scheduled reminder date.
It is normal not to see the "Deadline Reminders" section when the project is in draft, negotiation, or signing stages.
To view past reminders, click on the "Past" tab.
Notifications
Reminders are sent:
- By email (to the address associated with your account).
- In the app, via the bell icon (red dot = new reminder).
To configure notifications: Click on your name > My Account > Notifications.
Statuses
- The bell icon appears green when the reminder has not yet been triggered.
- The bell icon appears gray when the reminder date has passed but was not triggered (because the project was created/signed in Tomorro after the reminder date).
- The bell icon appears orange when information is missing in the project summary.
