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).
- Click the Share button in the top right of the project. Add Teammates by typing in their Email addresses.
- Next, select a Due Date from the dropdown calendar.
- Click Send Invite.
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 your project information and a link to the project.
Here’s what that looks like on their end:
Reminder: It’s always free for your Guests to give feedback on a Project. All they need to do is to create a Punchlist login.
Voila! Now you’ve got yourself a semi-automatic client management machine.
And you can spend less time following up – more time creating.