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10.2. Creating ad hoc reminders
You can create ad hoc reminders for yourself or for colleagues by clicking on the plus icon (+) and choosing Add Reminder.
When adding an ad hoc reminder, you are asked to fill in:
- Reminder Name - The core thing you want to be reminded of.
- Priority - The Priority of the reminder (Low, Medium or High).
- Company - If the reminder relates to a record. If not, you can leave this blank.
- Assigned To - If the reminder should be assigned to a specific individual(s) or left blank for global.
- Due Date - When the reminder is due. This must be the current date or a date in the future.
- Notes - Optional additional notes that you can write against the reminder.
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