Adding Reminders

 

ManageEngine FacilitiesDesk provides you with the option of tracking your tasks on daily basis. Tasks added to the My Reminders list act as substitute for your sticky notes or post-it notes which you would use to remember your tasks for the day.

 

To add new tasks to your reminders list,

  1.  In the home page, My Reminder (s) block is viewed at the right hand side as shown below,

  1. Click Add New button to open Add Reminders page as shown below,

  1. Specify the content of the reminder in the text field provided at the left side of the page.

  2. Select the Date & Time for the reminder. By default the date field is set to today's date. Change the date and time settings. To change the date, click the calender icon beside the date field and choose the date of your choice. From the time combo box, choose the time at which the task is scheduled.

  3. Select the reminder duration from the Email me before combo box. By default the message would be Never.

  4. Click Add button. The new task is added and is listed along with the already existing tasks in the ascending order based on date and time.

 

When you have completed the task, you can just strike out the task to indicate that it is completed by selecting the radio button beside the task summary.

 

Alternatively,

  1. Click the task status radio button in the reminders form to change the task status from incomplete to Completed. The task is struck through to indicate it is completed. And also the radio button changes to on striking the reminder.

 

 

You can also change the task state by executing the following steps:

  1. Click Show all button to open All Reminders window as shown below,

  1. Select the check boxes beside the Reminder Summary to change the state.

  2. Select the state from the Change Reminder State To combo box, select the reminder state to Completed.

  3. Click Change button to change the status of the task. The task is strike indicating the change.

  4. Click the title of the task. This opens Follow-up task window. View the task details as well as the status of the task. To view the changes in the FacilitiesDesk home page, refresh the page.

You can delete a task by clicking the delete icon beside the task. Alternatively,

  1. In the My Reminders form, click the Delete this Task radio button available beside the status radio button.

  2. The task is deleted from the list.

You can also delete the tasks by following these steps:

  1. Click Show all at the top right of the My Reminders note. This opens All Reminders window.

  2. Select the check boxes beside the Reminder Summary of the tasks to be deleted.

  3. Click Delete. A pop up window pops up to get your confirmation on the delete operation. Click OK to proceed. The task is deleted from list. To view the changes in the FacilitiesDesk home page, refresh the page.

The advantage of moving the task to completed state instead of deleting it completely is that, you can revert the state of the task to Open again and edit its attributes. But once you delete the task, it is completely removed from the application and cannot be retrieved.

FacilitiesDesk - Integrated Facilities Management Software

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