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  • How to Manage Company Reminders




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  • Reminder type: A customizable list of values.
  • Remind on date and time.
  • Notify before: select before how many days (s) / week (s) / month (s) you want to be notified, with either reminder popup or reminder popup and email.
  • User to Remind: select the user to remind. You can add yourself by simply clicking on the Add me hyperlink.
  • Summary:  add a summary for this reminder.

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You can also clone this reminder to other users, and relate it to a matter, company, person, or task.

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