When an Action is saved the person who created the Action is displayed in the Assigned window. Other users can be assigned.
1.Right click in the Action On / Reminder To window.
2.Select one of the Add Reminder options e.g. Add Reminder for a thankQ User(s).
3.Search and select a User from the list.
4.Right click on the user and select the Set Reminder Date / Time.
5.Select the Time for the reminder.
6.Click Finish.
The other options are as follows:
Add Reminder for me - Adds a reminder for the currently logged in user. Does not set the date or time of the reminder.
Add Reminder for an Email/Contact - Allows you to set a reminder to selected Contact/Email Address:
This reminder will be set to today's date by default. |