Organize reminders

The Reminder function (available in Ribbon > New > Create task) enables you to 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.

Use this dialog box to create a new reminder. You can edit existing reminders as well.

The following options are available:

• Name: Enter a name for the reminder.

• Deadline: Enter the date on which the document should be resubmitted as a task.

• Created on: The date that the reminder was created on.

• Viewed on: Shows the date that the reminder was viewed on.

• Priority: Choose between the priority levels A, B, or C. You can sort and filter the task list according to priorities.

• From user: Indicates who created the reminder.

• For user: Search for the desired user or group in the Add user/group field. Suggestions will appear as you type.

  Click the corresponding suggestion to select a user or a group.

  Alternative: If you select the triangle to the right of the Add user/group field, this will open a drop-down menu. This menu contains a list of the users and groups you selected recently.

  Group members: 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.

  Cancel selection: Use the X icon next to the selected user or group to cancel the selection.

  Expand: If you select the Expand button, groups are not displayed as a group. Instead, the individual members of the group are listed.

• Note: Enter a message or instructions for the recipient of the reminder.

Additional information:

• To display all reminders associated with an entry, select the entry and select Ribbon > Organize > Overviews > Reminders for entry.
• You can open an overview of your reminders under Ribbon > Organize > Overviews > Reminders overview. You can view and edit the reminders here.

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.

Alternative: 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 click the function Delete (available in: Ribbon > Organize).
• Use the Delete reminder function (available in: Ribbon > Organize > Overviews > Reminders overview)