Add Reminders to Task Conversations

Use Tasks submodule to add reminders to task conversations.

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

To add reminders to task conversations:

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 the task for which you want to create a reminder and click Task Settings on the tab toolbar.
6. On the Task card, click the Task Conversation tab, and click Show the Conversation Options > Add Reminder.