Use the Jobs List or Settings submodule to add new job reminders.
To use the Jobs List submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To use the Settings submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add a new job reminder:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List.
-
Highlight the job that you want to add a new reminder to.
-
Take one of the following actions:
- Click
Further options
and select
View job settings.
- On the grid toolbar, click
Job properties sidebar
.
- On the side toolbar, click
Settings.
-
On the side toolbar of the right pane, click
Reminder
and click
Add reminder
.
Alternatively, on the
Jobs List submodule, click
Further options
and select
Add reminder.
-
In the Add Reminder dialog box, select the
Activate on task closure check box and identify the task whose closure will trigger the reminder.
Alternatively, set a date and time for the reminder.
-
Enter your
Reminder text in the corresponding field and click
OK.
On the identified task closure or date, the reminder appears on the conversation as a comment.