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Setting a Reminder
Updated over 3 years ago

You can set Reminders in the following locations:

Add a Reminder – My Messages

  1. On the My Messages page click the clock icon at the top of the screen.
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  2. Complete the fields as required (When, What and Assign).
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  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.

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