Create reminder

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Create reminder

The easiest way to create a new reminder is to drag the object to the reminder area or reminder dialog.

This applies to customers, projects, invoices, services, notes, documents and tasks.

erinnerungen_per_dragdrop_anlegen

You can also create a reminder by right-clicking on an object:

erinnerung_rechtsklick_auf_objekt_im_projektmanager

A dialog opens for entering the details of the reminder.

erinnerung_anlegen_dialogfenster

 

 

comment

In the comment field, enter the information that should appear in the reminder.

signaling

Here you can choose between a dialog box or a desktop hint. Here you can also choose how many minutes you want to be signaled before the due date. If you do not select a time, you will not be signaled in advance.

priority

Priority only helps you manage your reminders.

For employees

You can also send a reminder to a colleague. Simply select its employee name.