Create reminder
Reminders are intended to remind you of entries (folders or documents) in ELO. If an entry in ELO becomes relevant for select users or user groups at a specific point in time, you can create a reminder for them. The entry appears in the Tasks work area of the selected users at the configured time, or a bit earlier.
The following option is available for creating a reminder:
- Reminder function
This chapter also addresses the following function:
- Edit reminder function
'Reminder' function
Steps
Reminder, create1. Select the entry you want to create a reminder for.
2. On the ribbon, click New > Create task > Reminder.
3. Configure the settings for your reminder.
Priority: The priority is shown in the tasks overview when a reminder is received.
Date: Select the date the task should be completed on. The date appears in the tasks overview as the Task date. Depending on the settings for how tasks are displayed, the reminder may also show up in the Tasks work area of the selected users a few days beforehand.
Information: The time at which the reminder appears in the Tasks work area depends on the setting under User menu [your name] > Configuration > Display > Task list display options > Show tasks due in the following number of days.
For user/group: Select the recipient(s) of the reminder from the drop-down menu.
In the field below For user/group, you can see which recipients have already been selected. Click the X icon to remove the users.
Show members: If you selected and clicked group, you can view the group's members.
'Edit reminder' function
Available in: Tasks work area
Reminder, editYou can change your own reminders after they are created once they are located in your Tasks work area.
Steps
1. Select the reminder you want to change.
2. On the ribbon, click Task > Edit > Edit reminder.
If you change a reminder, the changed reminder will appear in your Tasks work area and overwrite the previous entries made to the reminder.
Reminders you have created for other users can no longer be changed. If you have created a reminder for yourself and other users and add the other users via For user/group, their reminder is not changed. Instead, the other users receive a new reminder.