Anatomy of a nudge
This demo steps through how all of the nudge fields work to keep your clients on task
In this concise, step-by-step demo, we’ll walk through how all of the fields in a nudge work, including:
- Authoring a nudge for a colleague using the “From” field
- Assigning nudges to teammates (for more detailed information on assigning nudges, check out this demo)
- Title, Category, and Details fields
- Tasks vs. informational nudges
- Assigning the Due date
- How the Post date works (for a deep dive on choosing a post date, check out this demo)
- How reminder scheduling works (for details on reminders, check out this demo)
- Setting nudges to reoccur