Add a Reminder to a Conversation

Use the WorkBook Inbox to add a reminder to a conversation.

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

To add a reminder to a conversation:

  1. On the main toolbar, click Inbox .
  2. On the Inbox sidebar, select the item that contains the conversation that you want to add a reminder to.
  3. Right-click the conversation and select Add Reminder.
    Alternatively, in the conversation pane, click Conversation Options and select Add Reminder.
  4. In the Add Reminder dialog box, specify the required information and click OK.
    For information about the fields and options, see Add Reminder Dialog Box.