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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 Calender Menu Item.
  3. Click on Manage Tasks and select your action item.



  4. Click on the Action Item Name.



  5. Click on Alerts & Reminders Tab.
  6. Click on Add button.



  7. 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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