How to Use Connecteam to Automate Task Reminders for Your Staff
- lollipopmarkets
- 4 days ago
- 4 min read
Managing a team means juggling dozens of small follow-ups reminding staff to complete tasks, submit forms, clock in or fill reports. For small businesses, this becomes time consuming and error prone.
What if you could automate those reminders so that your team is nudged to act without you having to micromanage? Enter Connecteam, a versatile staff app that offers built-in automation for task reminders, push notifications, forms and more.
In this post, we’ll walk you through how to use Connecteam to automate task reminders for staff, highlight best practices, and show you how this can transform your internal operations.
Why Automate Task Reminders For Staff?
Before diving into Connecteam, here’s why automating reminders is a smart move:
Reduce managerial overhead - Stop chasing staff individually
Improve consistency and accountability - No more missed tasks
Minimise manual errors - Automated reminders are on schedule
Boost productivity - Everyone knows what they must do and when
Scale easily - As your team grows, the system handles the reminders
What Connecteam Offers in Reminder Automation
Connecteam supports automated reminders across multiple features. Here are key capabilities:
1.) Quick Tasks with Automatic Reminders
The Quick Tasks feature allows creation of one-off or recurring tasks.
You can set automatic push reminders to both the task creator and assignee for tasks that remain unseen or incomplete after certain intervals.
There is also a “manual reminder” option you can trigger from the dashboard or mobile app.
2.) Recurring Tasks / Scheduled Tasks
Tasks that repeat (daily, weekly, monthly) can be scheduled and reminders tied to them.
You can choose whether to receive notifications when the task starts or is due.
3.) Time Clock / Shift Reminders
You can set reminders to your employees to clock in or out at scheduled times, and trigger push notifications when shifts begin or end.
The system allows you to send reminders before shifts start (via text or push) by selecting how many minutes or hours in advance.
4.) Form Reminders
For compliance, reporting or recurring forms, Connecteam lets you send automated form reminders weekly, monthly, or one-time.
If an employee fails to submit, an additional reminder can be sent.
5.) Notifications Control & Configuration
Admins and users can customise notification settings, so only relevant alerts are delivered.
For Time Clock, admins can opt to receive notifications for key events (e.g. when someone exceeds hours, edits a shift)
Step-by-Step: Setting Up Automated Task Reminders in Connecteam
Here’s a practical walkthrough to get you started.
1.) Log in as Admin and Go to Quick Tasks Feature
From the left sidebar, select Quick Tasks.
Create a new task or select an existing one.
2.) Define Task Details & Recurrence
Enter assignees, due date, description, attachments, labels.
If it’s recurring, choose frequency, start date, end date.
3.) Activate Automatic Reminders
Within the task settings, look for the Reminders tab or option.
Toggle automatic reminders. For example, send “not viewed” or “not completed” reminders after X hours/days.
Optionally set additional reminders if the task remains incomplete.
4.) Use Bulk Actions (if needed)
If you have many tasks, use bulk actions from the Tasks list to send reminders to multiple pending tasks.
Ensure that both admin and user notification settings allow push alerts.
Monitor overdue or uncompleted tasks via dashboards or reports and adjust reminder timing if needed.
6.) Extend to Other Features (Forms, Time Clock)
For forms: go to the Forms module → open the form → Settings → Reminders tab. Choose frequency or one-time reminders.
For shift reminders: in the Scheduling module, under settings, enable “Send Reminder” and choose lead time.
Soure: help.connecteam.com
Best Practices & Tips for Small Businesses Across Australia
Start small: pilot reminders on one task type before rolling out across your whole team.
Choose smart intervals: e.g. 1 hour after a task is unseen, then 24 hours before due date.
Avoid reminder fatigue: don’t bombard staff with too many nudges.
Tailor by role or team: some teams may need more frequent reminders; others less.
Review and adjust: track which reminders are effective and tweak timing or frequency.
Train your team: show them how to interpret reminders and act on them.
Respect offline time: suppress reminders outside of working hours to avoid annoyance.
Potential Challenges & How to Overcome Them
Challenge | Mitigation |
Employees disable push notifications | Educate staff and include setup guide; remind them to allow notifications. |
Too many reminders causing annoyance | Limit reminder frequency, set quiet hours (mute when off duty). |
Tasks get reminders even when no action is required | Use filters and conditions to limit reminders only when relevant. |
Feature limits on lower plans | Some reminder capabilities (bulk reminders, advanced automations) may require higher plans. |
Final Thoughts
By using Connecteam to automate task reminders for your staff, you shift from reactive management to proactive oversight. For small businesses in Australia (and elsewhere), this reduces time wasted on follow-ups and improves accountability across teams.
If you set it up well smart intervals, clear roles, and considerate notification habits - Connecteam becomes your silent assistant in keeping work on track.
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