Add Reminders to Project Conversations

Use the Project Settings option under the Jobs List submodule to add reminders to project conversations.

To use Jobs List, you must have access to Jobs as defined in User Access Rights under Settings.

To add a reminder to a project conversation:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List.
3. Highlight the job that is associated with the project conversation that you want to add a reminder to.
4. Click Further Options and select View Project Settings.
5. In the Project Settings dialog box, click the Project Conversation tab.
   WorkBook displays the project conversation threads in the left pane and the comments on the selected conversation in the right pane.
6. In the left pane, highlight the project whose conversation you want to add a reminder to.
7. Click Show the Conversation Options and select Add Reminder.
8. In the Add Reminder dialog box, select the Activate on Task Closure check box and identify the task whose closure triggers the reminder.
   Alternatively, set a date and time for the reminder.
9. 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.