Set a reminder for a project or task
The Practice CS Project Management module includes the ability to send a reminder at a specified date and time about a project or task to the assigned staff member.
Follow these steps to set a reminder on a project or task.
- SelectActions, thenManage Projects.
- Double-click the project to set a reminder for.noteTo set a reminder for a task, select theTaskstab and double-click the task.
- Mark theRemindercheckbox in the Assignment section.
- Set the date and time for the reminder.
- Practice CS will issue a desktop notification to the assigned staff at the set time and date.
- To receive desktop notifications, selectSetup,User Preferences, then theSystemtab, and markEnable desktop notifications for monitored events.
- The desktop notification will disappear in about ten seconds. You can also markShow desktop notifications until closedon theSystemtab.
- Reminders also appear in the Notifications portlet on the Staff Dashboard.