Reminders

 

ManageEngine ServiceDesk Plus provides you with the option of tracking your tasks every day. The tasks that you add 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.

 

Add Reminders

To add new reminders,

  1. Log in to the ServiceDesk Plus application using your user name and password.

  2. Click Quick Actions drop-down menu just below the header tabs -> select Add New option under the Reminders block. The Reminders form window pops up.

    Alternatively, you can add a new reminder by clicking Quick Actions -> My Reminder (s). The My Reminder (s) form pops up as shown below, 


 

 Click +Add New link at the bottom of the My Reminders form. This opens Reminders window.

  1. Enter the task summary in the text field provided.

  2. Select the Date & Time for the reminder. The date field is set to the today's date and the time is set by default as 11:00 AM. Change the date and time settings. To change the date, click the calendar iconbeside the date field and choose the date of your choice. From the time combo box, choose the time at which the task is scheduled. The values in the combo box are available in a gap of  5 min time interval.

  1. Click Add. The new reminder is added and is listed along with the already existing reminders in the ascending order based on date and time.

 

Changing Status

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

  1. From the My Reminders form, click the status radio button to change the task status from incomplete to Completed. The task is struck through to indicate that it is completed.

 

  1. Alternatively, you can also change the task state by executing the following steps :

    1. Click Show all at the bottom right of the My Reminders pop up window. The All Reminders window opens as shown below,

    2. Select the check boxes beside the Reminder Summary for which you wish to change the state.

    3. Select the state from the Change Reminder State To combo box; select the reminder state to Completed.

    4. Click Change button to change the status of the task. To indicate the change the task would be struck of.

 

Deleting Reminders

The reminders can be deleted by,

  1. From the My Reminders form, click Delete this reminder radio button available beside the status radio button. The reminder gets deleted from the list.

  2. Alternatively, from All Reminders window, enable the check box beside the Reminder summary to be deleted. Click Delete. A pop up window confirming the delete operation appears. Click OK to proceed. The reminder gets deleted from the list.

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

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