Add Reminders

Add Reminders

You can add reminders for any of your tasks, events, or activities relating to the problem. When the reminders are triggered, the users who configured the reminders will be notified via email. These reminders will also be listed under the My Reminders widget in the dashboard.
  1. Go to the Problems module and select the respective customer from the filter in the header.
  2. Open the relevant problem.
  3. In the problem details page, go to Reminders tab and click New reminder. Alternatively, you can go to Actions > Add reminder.
  4. Provide a reminder summary and configure your preferred date and time.
  5. To opt for an email reminder of the task in advance, select the time from the Email me before.
  6. Click Add.

Modify Reminder Status

When you have completed a reminder, you can check the reminder and mark it as Completed under Modify Reminder State To drop-down. Reminders marked as Completed will appear struck out.

Delete Reminders

  1. Select the reminders.
  2. Click Delete on the toolbar
  3. Click Confirm.
The advantage of moving the reminder to the completed state instead of deleting it completely is that you can revert the state of the reminder to Open again and edit its attributes. However, once you delete the remainder, it is completely removed from the application and cannot be retrieved.

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