Use Inbox and task reminders
Open saved results from Inbox and choose when Action Plan should remind you about a task.
Overview
Inbox brings together saved-result notices and task reminders. Opening a notice takes you to the work it refers to; it does not confirm that you have checked the result. No updates here yet means the current view has no notices. Check All, Archived and Unread only before assuming a notice is missing. An empty Inbox Inbox showing zero unread notices, All and Archived filters, and No updates here yet. Sample Inbox before a review or reminder has produced a notice. Unread only and the category tabs filter the notices shown. No updates here yet describes an empty view, not a failed review.
Open a saved result
Open Inbox and choose a notice. Follow its link to the saved analysis or task. If a notice describes an earlier failure, check whether the document now has a successful result. Marking a notice read or archiving it does not delete the original or analysis. If its source was deleted, use the notice's current availability message rather than expecting the old file to open.
Set a task reminder
Open an Action Plan task and choose Notify me. Open an Action Plan task and choose Notify me. Choose in-app Inbox, account email or both from the available options. Choose in-app Inbox, account email or both from the available options. Enter the reminder date, time and time zone Choose once, daily or weekly as needed. Save the task and check the retained schedule. Save the task and check the retained schedule. A task's due date and follow-up date are separate from its reminder. Entering either date does not turn notifications on. Email also depends on your account email-alert preference.
Pause or change reminders
Open Notifications in Action Plan to pause all task reminders or change defaults. Defaults apply when you create new reminders. Existing schedules keep their own settings. Completing or dismissing a task turns its reminder off. Reopening the task does not turn the reminder back on. After a pause, missed occurrences are skipped rather than sent as a backlog. Inbox reminders link to the saved task. Read the task itself for its notes and condition. This reminder workflow does not offer SMS or browser push. If this view is unavailable in your account, use the access message shown there. Availability and review allowances depend on the account and the current rollout.
If you cannot continue
If you cannot continue A notice or reminder is missing Check All, Archived and Unread only in Inbox. Open the task and check Notify me; a due date alone does not schedule a reminder. Check Notifications for paused reminders and Settings for email alerts. Review the saved schedule and available channels. Reopening a completed task does not automatically reactivate its reminder. For product help, describe the page, the message shown and what you were trying to do. Keep private records and account details out of screenshots.
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