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Creating Alerts and Reminders for an Action Item

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Step-by-step guide

  1. Click on "Module" Icon.
  2. Click on "Task Management" Menu Item.
  3. Click on "Manage Tasks" and select your action item.
  4. Click on "Alerts & Reminders" Tab.
  5. Click on "Add".
  6. Select "Type" as "Alert or Reminder".
  7. Complete "Add: Alert / Reminder" Section.
  8. Click on "Save" button.

 

  

 

Alerts: Notification sent after the Due Date until the status is changes to “Closed”.

Reminders: Notifications sent before the Due Date.



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