Set Up Date-Based Alerts for Items

With Sortly, you can easily set up date-based reminders to alert you or your team of important dates related to your items (Eg: Expiry dates, item return dates, maintenance reminders, etc).

Alerts can be set up on the desktop or mobile app by following the steps below.

When setting up a date-based alert, you can also decide who should be notified of the alert. All alerts will always be visible in the Alerts section on the desktop app. 

Note: Setting up alerts is only possible with Sortly Advanced, Ultra, and Enterprise Plans. The Sortly Free plan does not support alerts.

 

 

Setting up item date-based reminder on Desktop

Before getting started, you will need to add a custom field, specifically based on the date field. You can add a custom field here: https://app.sortly.com/manage-custom-attributes/node. Once you have added the custom field, you can follow the below steps to make a date-based alert.

1. While in the item's Edit Mode click on the Calendar icon beside any Date-Based custom field

  mceclip0.png 

Please note: You will only be able to add date-based reminders after you have set up date-based custom fields. For more information on adding custom fields, please see this article.

2. Next, select the conditions, amount, time period, and who should be reminded by clicking the Bell Icon next to the custom field.

You can set alerts to yourself, all owners, all admins, and all members OR select specific people to notify by choosing the select people manually option. 

Note: You cannot send alerts to a person who is not a user in your Sortly account.

 

(Example: Alert me before - 1 - week of date and send to Self, Admins, and Owners)

mceclip2.png

 

3. Press confirm to finish.

 

Setting up item date-based reminder on Mobile App

Before getting started, you will need to add a custom field, specifically based on the date field. You can add a custom field here: https://app.sortly.com/manage-custom-attributes/node. Once you have added the custom field, you can follow the below steps to make a date-based alert.

1. While in the item's Edit Mode click on the Calendar icon beside any Date-Based custom field and select the date. Click Save.

  mceclip3.png 

Please note: You will only be able to add date-based reminders after you have set up date-based custom fields. For more information on adding custom fields, please see this article.

2. Next, select the conditions, amount, time period, and who should be reminded by clicking the Bell Icon next to the custom field.

You can set alerts to yourself, all owners, all admins, and all members OR select specific people to notify by choosing the select people manually option. 

Note: You cannot send alerts to a person who is not a user in your Sortly account.

 

(Example: Alert me before - 1 - week of date and send to Self, Admins, and Owners)

mceclip4.png

 

3. Press Set Alert to finish.

 

If you have any questions, please email support@sortly.com

 

Was this article helpful?
13 out of 15 found this helpful