Add Reminders to Task Conversations

Use Tasks submodule to add reminders to task conversations.

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

To add reminders to task conversations:

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 the task for which you want to create a reminder and click Task Settings on the tab toolbar.
6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Add Reminder.