Enter new reminder
In umantis, you can set up reminders at various places in the system. When creating reminders, you can specify the following fields:
- Required field — Be sure to give the reminder a meaningful title.
- You can set a priority for your reminder.
- You can enter a description for your reminder.
- Due date (“Due on”)
- You can specify a due date for your reminder.
- Send reminder email
- Check the box to receive a reminder email
- You can specify a date when you want to receive a reminder email. You will want to set a date for the reminder email that falls before the due date.
- Responsible person
- You can assign the responsible person.
After entering all necessary information, click on “Save”. You will then see a summary of the reminder, and you have the option to edit it further or delete it.