Add New Job Reminders

Use the Jobs List or Settings submodule to add new job reminders.

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

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

To add a new job reminder:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar, click Jobs List.
  3. Highlight the job that you want to add a new reminder to.
  4. Take one of the following actions:
    • Click Further options and select View job settings.
    • On the grid toolbar, click Job properties sidebar .
    • On the side toolbar, click Settings.
  5. On the side toolbar of the right pane, click Reminder and click Add reminder .
    Alternatively, on the Jobs List submodule, click Further options and select Add reminder.
  6. In the Add Reminder dialog box, select the Activate on task closure check box and identify the task whose closure will trigger the reminder.
    Alternatively, set a date and time for the reminder.
  7. Enter your Reminder text in the corresponding field and click OK.
    On the identified task closure or date, the reminder appears on the conversation as a comment.