How can I create a reminder for an email?
How can I create a reminder for an email?
In the "Communication" tab of the job, you will see a bell icon. This icon is displayed for both sent and received emails. Click on the icon to create a new reminder.
If the bell icon is dark-colored, this means that a reminder has already been linked to the communication. It is not possible to create an additional reminder for the same communication.
You will see the following pop-up. Enter the desired note, time, and priority.
Don't forget to press "Save" after filling in the required information.
Do you want to view the linked reminders for this job? Go to the "Reminders" tab in the job.
Here, you will find an overview of the reminders created for this specific job (from the "Communication" tab).
Were the reminders created by your user account? Then you will see buttons to mark the reminder as "Done" or "Not done."
You will also find the reminder in your personal to-do list.
In the "Reminders" tab, the reminders you have created are also visible to your colleagues. This provides a clear overview per job of which reminders have already been completed or still need to be addressed. If a colleague accesses the "Reminders" tab, they will not be able to edit or mark a reminder as done/not done. However, completed reminders will be indicated with a checkmark, while unfinished reminders will be marked with a red cross.
