Add General Reminders for Tasks

Use the Tasks submodule to create general reminders for tasks.

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

To add a general reminder for a task:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job associated with the task for which you want to create a reminder.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. On the Tasks screen, 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 Reminders side toolbar, and click the General Reminders tab.
  7. On the tab toolbar, click Add Reminder .
  8. In the Add Reminder dialog box, specify the required information and click OK.