Reminders help you stay on top of important tasks, follow-ups, and deadlines without creating a work order or other record. You can schedule reminders for yourself or other users and choose how you would like to be notified.
Steps to Create a Reminder
Open My Reminders
Navigate to Dashboard from the sidebar menu.
Select My Reminders to open your list of reminders.
Create a New Reminder
Click New to open the reminder creation form.
Enter Reminder Details
Complete the required fields for the reminder, including:
Note – Enter a brief description of what you want to be reminded about.
Reminder For – Choose whether the reminder is for yourself or another user in the system.
Reminder Type – Select one of the following options:
Remind In – Schedule the reminder a specified number of days from now.
Remind On – Schedule the reminder for a specific date.
Remind Me By – Choose how you want to receive the reminder:
Email
Mobile App
Both Email and Mobile App
Review the information to ensure the reminder is scheduled correctly.
Save the Reminder
Click Save to create the reminder.
Result
The reminder will be added to your My Reminders list and will notify the selected user through the chosen notification method when the scheduled time is reached.
