Reminders Tutorial

Overview#

• Reminders lists your reminders in one place: your own reminders and the reminders set for you on workflows.
• A reminder that is past its due date is marked in red.
• For every option, see Reminders.

💡These tutorials explain how to add, change, postpone, dismiss and delete reminders, and view another user's reminders.

How to Add a Reminder#

1. Navigate to Reminders.
2. Click New (button). The Reminder window opens.
3. Due and @ = Select the date and time the reminder is due.
4. Note = Enter the reminder's text.
5. Click Save (button), then Close (button).
6. Note: Reminders on workflow records are set on the workflow (see Workflows Reference).

How to Change or Close a Reminder#

1. Navigate to Reminders.
2. Right-click your reminder and select Open, or select it and press Enter.
3. Change the Due, @ or Note, or check Closed to close the reminder.
4. Click Save (button), then Close (button).

How to Postpone Reminders#

1. Navigate to Reminders.
2. Select the reminders (hold down Ctrl to select several).
3. Right-click and select Postpone..., then Due Date or Reminder Date.
4. Select the period, for example, 1 week or 1 month from now.
5. Note: Closed reminders are not changed.

How to Dismiss Reminders#

1. Navigate to Reminders.
2. Select the reminders (hold down Ctrl to select several).
3. Right-click and select Dismiss. The reminders are closed, and workflow reminders leave the list.

How to Delete a Reminder#

1. Navigate to Reminders.
2. Right-click your reminder and select Delete.
3. At Delete Reminder?, click Yes.
4. Note: Workflow reminders are deleted on the workflow.

How to View Another User's Reminders#

1. Navigate to Reminders.
2. User = Select the user.
3. Click View (button).
4. To return to your own reminders, click Menu (button) > Reset Data Filter.