Add a Reminder

Use the Tasks submodule to add tasks reminders from the Task card.

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

To add a reminder:

  1. On the main toolbar, click Jobs .
  2. In the left pane of the Jobs page, click Jobs List and highlight the job containing the task for which you want to create a reminder.
  3. In the left pane of the Jobs page, click Tasks.
  4. On the Tasks page, click the Tasks tab.
  5. In the grid, highlight a task for which you want to create a reminder and click Task Settings on the tab toolbar.
  6. On the Task card, click the Basic Settings tab, then click Context Menu > Add Reminder.
  7. In the Add Reminder dialog box, specify the required information and click OK.