Reminders

Overview

Reminders are crucial in prompting you to do your tasks at the right time and help you in staying on track with completing your to-dos. Reminders also help you with planning of your daily activities and managing your tasks. This feature is an efficient tool to stay focused and productive during the day.

To access Reminders, you need to have the following permissions.

• Reminder.View
• Reminder.Create
• DocumentReminder.Create

Permissions

As a user with Reminders permissions, you will be able to Create, View, Edit and Delete your own Reminders from the Portal.

View Reminders

To view Reminders, click on the sticky-note icon in the icon menu.

From this list you can add a new Reminder, check off a completed Reminder and view linked Documents or Resources.

Add Reminders

From the list of Reminders, click on the + sign to add a new Reminder. This will open a box, where you can insert the message, specify the due date, and add any required Resources.

Fill in all the details and click on confirm.

Document Reminders

You can add Reminders to deal with specific documents directly from Document entries in Contacts, Organisations, Clients and Matters.

From the Documents page in one of those entities, click the ellipses beside the Document you want to add a Reminder to.

Add details and click confirm. Your reminder will be added to the reminders list.

Complete a Reminder

We can complete a Reminder at any time. From the list of Reminders, click the checkbox beside the reminder to complete it and remove it from the list.