Reminders

Reminders is a substitute for those sticky notes or post-it notes which your use to remember your tasks for the day. You can also add reminders from the Request module to close certain requests or the pending tasks specified for a request can be added as a reminder.   

 

 

Add New Reminder

 

To add new tasks to your reminders list,

1. Click on Reminders link to open My Reminders pop up.

 

Alternatively, you can reminders from Add New drop down list in the home page.

2. Click +Add New link from My Reminder pop up. The Reminders page opens as shown,

3. Specify the summary in the provided text field. Say, you want a reminder to attend a demo on Softcel.

4. Select the Date and Time for the reminder. The date field is set to today's date and the time is set by default as 11:00 AM. Change the date and time settings.
   
   To change the date, select the calender iconand choose the date of your choice. From the time drop down box, choose the time at which the task is scheduled.

5. Select the reminder duration say before 1 hr or 2 hr from the Remind me before combo box. By default the message would be Never.

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

 

Viewing all Reminders

 

You can view all the open and completed reminders along with the reminder details such as Reminder Date and Module. The Link is specified only if the reminder is added from the request module.

1. Click on Reminders link.

2. From My Reminders pop up, select >Show All link. By default, you can view All the reminders from this page.

3. If you wish to view all the open reminders alone then select Open option from Showing drop down box.

 

Note

1. From this page, you can Add New Reminder, Delete bulk reminders and Change the status of a reminder.   2. If a reminder is added from the request module then a link to the request with its request Id is provided from this page.   3. You can show your reminders to Contacts on enabling the option under Setting in the Admin module.

 

 

Change the Reminder status

 

Once you have completed the task, you can change the reminder state to complete.

1. Click on Reminders link to open My Reminders pop up.

2. Select the radio button beside the completed task. The strike off task will be arranged in descending order.

 

Alternatively,

1. Click on Reminders link.

2. From My Reminders pop up, select >Show All link. By default, you can view All the reminders from this page.

3. Select the check box beside the Reminder Summary for which you wish to change the state.

4. Select the state from Change Reminder State To drop down list. Select Complete.

5. Click on Change button. To indicate the change, the task is striked off.

 

Deleting Reminders

 

To delete a reminder,

1. Click on Reminders link to open My Reminders pop up.

2. Select Delete radio button beside the reminders you wish to delete. The reminder is deleted from the list.

To delete bulk reminders,

1. Click on Reminders link.

2. From My Reminders pop up, select >Show All link. By default, you can view All the reminders from this page.

3. Select the check box beside the Reminder Summary you wish to delete.

4. Click Delete button. A confirmation message appears on delete operation appears.

5. Click Ok to proceed. The reminder is deleted from the list.

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