Reminders
Chase completion of work that lives outside Herd — an LMS course, an HR form, a vendor attestation — with a roster, a reminder cadence, and Send now.
Overview
Reminders are for things your people need to finish outside Herd: a course in an external LMS, an HR form, a vendor's security training. You create an item, assign people or groups to it, and Herd keeps asking the people who aren't done yet — by Slack or Teams direct message, inside their business hours, at most once a day — until they are marked complete.
To open it, expand Messaging under Manage in the left-hand sidebar and click Reminders. It sits beside Announcements.
Seeing the page needs the View events permission and creating items, assigning people, sending reminders, and marking completion needs Manage events (both listed under Events in the permission picker — the page's earlier name). Admins always have them.
Creating an item
Click New item and fill in:
Title (required) and an optional Description, which is shown in the reminder so people know what they're being asked to do.
Link — where they go to do it. It becomes the button in the reminder.
Due date (required).
Nudge every (days) (required) — the reminder cadence.
How do we know someone is done? — Manual — an admin marks people done, or External — read from a connected system when a connected system (for example a Docebo course) can report completion for you. See Docebo Integration.
Click Create item. The list shows every item with its Progress, Due date, Cadence, and Completion method.
Assigning people and how reminders are timed
Open an item to see its roster and assign people or groups. Assigning someone sends nothing right away: the first reminder goes out the cadence's number of days after they are assigned, during their business hours on a weekday, and then again every cadence period until they are done. Business hours are your organization's configured window read in each person's own time zone; with business hours off, it is 9 AM–5 PM on weekdays in the person's zone. Herd checks hourly, so a reminder lands within about an hour of the window opening — an item assigned on a Thursday with the default cadence first reminds on Monday.
The roster answers "why hasn't my reminder sent yet?" directly. Each row shows the person, their Status (Done with the date, or Not done), when they were Last nudged, how many Nudges they've had, and their Next reminder — a date and time, Within the hour when it is due now, or — when nothing is scheduled.
Send now
If you don't want to wait for the cadence, use Send now — on a person's roster row to remind just them, or at the top of the item page to remind everyone still outstanding. It sends immediately, even outside business hours, but still at most one reminder per person per day, never to someone on leave or do-not-disturb, and it restarts that person's cadence from the send. The result toast tells you what happened, for example 3 sent · 1 already reminded today · 2 on leave or do not disturb · 1 not on Slack or Teams.
Marking people done
For items with manual completion, mark people done from their roster row (Mark done), individually or in bulk, and Reopen if you need to. Items tied to an external system are marked done as that system reports it. Remove someone from the item with the remove control on their row.
Related
Docebo Integration — mark people done automatically from Docebo course completion.
Announcements — a one-off message to everyone, with nothing to chase.
Nudges — reminders for trainings, tracks, policies, and compliance campaigns inside Herd.
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