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).
- On the Share / Invite page, add Teammates by typing in their Email addresses. (This screen pops up right after you Create a New Project, or you can manually navigate to the “Share” button in the top right navigation while inside a Project.)
- Next, select a Due Date from the dropdown calendar.
- Click Send Invite.
Boom. 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 custom information tailored to your project:
- Project Name
- Due Date
- Button that takes them straight to your Project for feedback with 1 click
Here’s what that looks like on their end:
Reminder: It’s always free for your Guests to give feedback on a Project, and they don’t even need to sign up for a Punchlist account.
That being said, it is best practice to have them at least fill out their Name, so you know who is giving specific feedback (rather than Anonymous) – especially for Teams with multiple stakeholders.
Voila! Now you’ve got yourself a semi-automatic client management machine.
And you can spend less time following up – more time creating.
Set Due Dates With Automatic Followup Nudges
Let Punchlist handle the follow-up for your with automatic email reminders
Manage Project Access
Make sure the right people can see the right projects by selecting the access level that meets your needs
When and Why to use Manual Install
For most projects, pages will automatically load when imported into Punchlist
Submit a Project for Review
Once you have been provided a Submission Page URL, submitting a project is a short task