Organize reminders

You can create a reminder for a document or a folder. A reminder defines a date on which the document or the folder appears in the Tasks work area of the user responsible.

Method

1. Select Ribbon > New > Create task > Reminder.

   Information

   You can use this function to edit existing reminders.

2. Enter a name for the reminder.

3. Enter the date on which the entry should be resubmitted as a task.

4. Select a priority level. You can sort and filter the task list according to priorities.

5. Enter the desired user or group.

   If you select a group, a list of members appears.

   Double-click the corresponding user in the Members of the group column to select a member of a group.

   Expand: Lists the individual group members.

   Optional: Enter a message or instructions for the recipient of the reminder in the Note field.

Result

You have created a reminder.

Outlook

• Use the Reminders for entry function (available in: Ribbon > Organize > Overviews) to open an overview of the reminders for a selected entry.
• You can open an overview of your reminders under Ribbon > Organize > Overviews > Reminders overview. You can view and edit the reminders here.
• You can change a reminder in the Tasks work area > Ribbon > Task > Edit.

Edit reminder

You can edit an existing reminder with the Edit reminder function (available in the Tasks work area > Ribbon > Task > Edit). You can view and edit the current settings.

Alternatively: You can also edit a reminder with the Reminder function.

Delete reminder

There are two ways to delete a reminder:

• Select the reminder in the Tasks work area and select the Delete function (available in the Ribbon > Organize tab).
• With the function Delete reminder (available in: Ribbon > Organize > Overviews > Reminders overview)