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:

• Title

Required field — Be sure to give the reminder a meaningful title.

• Priority

You can set a priority for your reminder.

• Description

You can enter a description for your reminder.

• Due date (“Due on”)

You can specify a due date for your reminder.

You must enter a date that lies in the future. If you enter a date that lies in the past, an error message will appear.

• Send reminder email

Check the box to receive a reminder email

• on

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.