Reminders

Reminders

ServiceDesk Plus MSP Cloud provides you with the option of tracking your daily to-do list. Reminders act as a substitute for your sticky notes or post-it notes that helps you to remember the work for a particular day.

Add Reminders 

  1. Go to Home > Reminder and click New Reminder. Alternatively, you can also go to Quick Actions > Reminders > Add Reminder.
  2. Enter a summary of the reminder details.
  3. Select the date & time for the reminder.
  4. You can opt for an email reminder, if needed.
  5. Click Save.


Update Reminder Status 

After completing a reminder,
  1. Select the reminder on the list view.
  2. On the toolbar, go to Modify Reminder State To and select Completed. You can reopen completed reminders by selecting Open.

 
Info
Reminders marked as completed will appear struck out. 

Delete Reminders   

Select the reminders on the list view and click Delete on the toolbar.

    • Related Articles

    • 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 ...

    • Add Reminders in Requests

      Technicians can add reminders in requests to keep track of important information and to ensure that all activities related to the request are completed on time. Role Required: Technicians with Add Request permission. Create a New Reminder To add ...

    • Office 365 Calendar Integration

      Office 365 Calendar integration allows you to sync a technician's unavailability information, reminders, meetings, and other events in ServiceDesk Plus MSP Cloud with Office 365 Calendar. Any events recorded in either application will be ...

    • Asset Acknowledgment

      Asset Acknowledgment Acknowledgment refers to the process where an individual (usually an employee) formally confirms receipt and responsibility for a physical or digital asset provided by an organization. You can view and manage asset ...

    • Scheduler

      Technician Scheduling Calendar The scheduler is a calendar view displaying the number of open requests and open/pending problems, changes, projects, tasks, and reminders assigned to a technician for a given month. The calendar also shows the ...