eDesk - Reminders

Modified on Wed, 22 Apr 2015 at 04:00 PM

Reminders on eDesk display your tasks and calendar items that are pending. The details are drawn from Tasks and Calendars. With the help of reminders on eDesk, you can remind yourself about the appointments, meetings, events and even about your personal activities that you have scheduled.

The details of reminders on eDesk are also drawn from CRM-My Placement, while closing a placement through CRM, HRM-Hiring Management, Employee Management, Departments, Accounting-Assignments, New assignments, and also while creating a new employee from Admin-User Management. The ‘Assignments’ tab under ‘HR data’ tab in all these menus has a check box ‘Remind Me before on eDesk’, with a drop list of various intervals starting from 5 minutes to 14 days. According to the interval selected in the drop list, the reminder will be reflected on the eDesk under ‘Reminders’ section.

Set a Reminder for Task

You can select the option to remind yourself about the task on eDesk while creating the task. eDesk->Reminders – The reminders for tasks will start from task start date until reminder date.

For example:

If the user creates a new task with today (24 February 2009) as Start Date and Reminder Date as March 01, 2009, then the system displays the reminder in eDesk-> Reminders section from today till March 01, 2009.

Refer to the Adding new task topic to know how to set reminder options for a task.

Set a Reminder for Calendar Item

You can set the reminder alert for a calendar item from the Calendar – New Appointment screen.

To set the reminder alert, follow the steps below:

Open any Add Appointment screen and select the Notify me check box option and specify the time during which the alert needs to be triggered in the Pop Up / eDesk Reminder field and finally save the appointment.
You can select the desired time period from the drop down list to trigger the alert.
Based on the time period selected, the reminder will be displayed as pop up message to the user at the specified time.