Create a nudge

1. Open Nudges in the sidebar and choose Create (or start from a template).
2. Choose the team the nudge belongs to.
3. Enter a clear name and task description (this is what recipients see).
4. Set frequency, time of day and timezone.
5. Add recipients (name + email).
6. Configure reminder policy and optional approval if needed.
7. Save. The nudge becomes active and will send when the next occurrence is due.

Tips

• Write the task description as instructions for the recipient, not internal notes only.
• Match the timezone to the people doing the work.
• Start simple: one recipient and weekly cadence, then expand.

Plan limits

Your plan limits how many active nudges and recipients per nudge you can have. See Plans and limits.