Setting a Reminder

You can set Reminders in the following locations:

• My Messages located in the Messages layer of the Collaboration Suite.

• The Workflow tab found in the Individual Profile, Service File, Service Event etc.

Add a Reminder – My Messages

1. On the My Messages page click the clock icon at the top of the screen.
   

   

2. Complete the fields as required (When, What and Assign).
   

   

3. Click Set.

Add a Reminder – Workflow Tab

1. Navigate to the Workflow tab on the right-hand side.

   

2. In the Reminder section select Add.

   

3. Complete the fields as required (Record, Reminder Time and Text to Display).

   

4. Click Save.