How to Set Reminders

How to Set Reminders

Any Activity you create in the system can be given a reminder.

The reminder will tell you the description of the Activity, and its start time.

The reminder on most Activities’ defaults to 15 minutes before the Activity.

You can change the reminder on the Detail tab of the Activity when you create or edit it.

A reminder lets you:

  • Snooze the reminder. This option defaults to 5 minutes on most Activities. However you can set it to start of event, 5, 10, 15, or 30 minutes, 1, 2, 4, 8, or 12 hours, 1 to 4 days, or 1 to 2 weeks.
  • Mark the Activity complete.
  • Dismiss the reminder.
  • View more detail by opening a side panel. You can further edit the Activity from the side panel.

Sometimes multiple reminders appear at the same time. You can deal with them individually or use the Snooze All or Dismiss All buttons. Snooze All will use the default option for each Activity.

Schedule Items

Reminders in Schedule Items can be set for any of the following time frames:

  • None
  • 0 minutes before
  • 5, 10, 15, or 30 minutes before
  • 1 to 12 hours before
  • 18 hours before
  • 1-4 days before
  • 1 or 2 weeks before

Tasks

When creating or editing a Task you can choose a date and time for the reminder to occur.


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