Add a Reminder

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

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

To add a reminder:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing 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 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.