With Sortly Pro you can easily set up date-based reminders to alert you or your team of important dates related to your items (Eg: Expiry dates, item return dates, maintenance reminders etc).
Alerts can be set up on the desktop or mobile app by following the steps below.
When setting up date-based alert, you can also decide who should be notified of the alert. All alerts will always be visible in the "alerts" section on the desktop app.
Note: Setting up alerts is only possible with Sortly Pro paid plans. The Sortly Pro Free plan does not support alerts
Setting up item date-based reminder on Desktop or Mobile App
1. Click on the "Bell" icon besides any "date-type" custom field
2. Next Select the conditions, amount and time period
(Eg: Alert me before - 1 - week of date or alert me after - 1 - day from date)
3. Lastly, choose who should be reminded
You can set alerts to yourself, all owners, all admins, all members OR select specific people to notify by choosing the "select people manually" option.
Note: You cannot send alerts to a person who is not a user in your Sortly Pro account.
4. Press confirm to finish.
If you have any questions please email firstname.lastname@example.org