Set or Remove a Reminder

  1. Select System > Reminders.

  2. Select the New button.

  3. Enter the reminder you want to display in the Text field.

  4. Set a date and time for the reminder in the fields provided.

  5. Set the reminder to repeat:

    • Select the Repeat every checkbox.

    • Use the fields provided to specify how often you want the reminder to repeat.

    • Use the fields provided specify when the reminder should stop repeating.

      Leave these fields blank if you want the reminder to continue indefinitely.

  6. Select the Alert or Email checkbox to specify the format for the reminders.

  7. Specify who the reminder should be sent to:

    • Select the Self checkbox if you want the reminder sent to yourself.

    • Select designations, teams, and users you want to send the reminder to.

  8. Select Save.