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Creating Alerts and Reminders for an Action Item

Creating Alerts and Reminders for an Action Item

Owned by Rohith Natram
Last updated: Apr 25, 2022 by Devina Dev (Unlicensed)

Step-by-step instruction:

  1. Click on the Module icon.
  2. Click on the Calendar menu item.
  3. Click on the Manage Action Items.



  4. Click on the Action Item Name.



  5. Click on Alerts & Reminders Section, Click on Add button.



  6. Complete all the fields and 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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