Instruction
✔ Available on all subscriptions
Assigning a Reminder
- Step 1: Navigate to the “Reminders” tab and click “Add New”.
- Step 2: Provide a brief task description, select the task type, workplace, branch, and due date.
- Step 3: Assign the task to an employee/user group and upload any necessary files.
- Step 4: (Optional) To link the reminder to a form, use the Link Forms field to select the form. If you’re not linking the reminder to a form, skip this step.
- Step 5: Click Save to assign the reminder.
To make it a recurring reminder:
- Step 1: Select “Frequency” (e.g., annual, fortnightly).
- Step 2: Click “Advance Notification” to set how many days/weeks/months in advance the assignee should receive a reminder.
- Step 3: Provide a task description or notes under “Reminder Message”.
- Step 4: Click Save to assign the recurring reminder.
If the Reminder Module is not visible in the menu, it means you do not have the required permissions. Please contact your company’s System Administrator to request access.