Reminders & Alerts in Aptien: Stay on Top of Important Deadlines
Managing deadlines, contract renewals, employee certifications, and equipment maintenance can be overwhelming. Aptien’s reminders and alerts help companies track important dates, changes of data or statuses and ensure that nothing gets overlooked. If you need to keep track of contract expirations, employee birthdays, warranty deadlines, get notified of approved invoices or monitor other events and changes, Aptien Automated Alerts are the solution.
- You can set them up for practically anything - it doesn't matter if you need to be alerted to a date, changes in data, or a specific value.
- Plus, the alerts send you a notification directly to your email, so you don't have to worry about a thing.
Where to Use Reminders & Alerts in Aptien? Here are Some Examples
Here are some examples where you can use and set up automated alerts:
- Contract renewals – Get notified before an agreement expires.
- Employee certifications & document expirations – Stay compliant with up-to-date records.
- Scheduled maintenance & inspections – Keep assets in good condition.
- Task deadlines & project milestones – Ensure projects stay on track.
How Do Automated Alerts and Reminders Work?
1. Set Up a Reminder
- In any organizer, select the detail or status you want to monitor.
- Choose what you want to track (a date, a specific value, or a change in value).
- Specify who should be notified—you can also add colleagues to receive alerts.
- Decide if an alert should create a task—if action is required, it's best to assign a task to responsible users.
- Set how many days in advance you want to be notified (e.g., 30, 60, or 90 days before a due date).
2. Receive Automatic Alerts
- When the monitored date or status change approaches, Aptien will send you a notification in the system and via email.
- Notifications are sent to you and any additional users you've added.
- Alerts are delivered at midnight before the selected date, so when you check your email or open the app in the morning, you'll already be notified.
- For example, if you set a reminder for November 27, 2020, the system will send an alert at midnight on November 26, 2020, ensuring you're aware first thing in the morning.
What Types of Alerts Can you Set Up?
- Date-based alerts – Get notified on a specific date, set up recurring reminders, or receive anniversary alerts.
- Value change alerts – Get notified when a value is updated (e.g., when someone adds a contract amount).
- Threshold & Value alerts – Get notified when a value exceeds a set limit (e.g., if consumption goes over a certain level).
- Status change alerts (BETA) – Get notified when a status changes.
In each alert’s settings, you can:
- Add colleagues who should also receive notifications.
- Choose whether the alert should create a task—if action is required, it's best to assign a task to responsible users.
Stay Organized & Proactive with Aptien.Why Use Aptien’s Reminders & Alerts?
Aptien’s reminders and alerts help you stay in control of your business operations by ensuring that nothing important slips through the cracks. Start using them today to keep your workflow smooth and stress-free!
- No more missed deadlines – Automated notifications keep you informed.
- Less manual tracking – No need to rely on spreadsheets or emails.
- Improved compliance – Stay on top of contracts, employee records, and asset maintenance.
- Flexible & customizable – Set reminders for any business need.