You can create one-off tasks or ones that recur:

  • daily
  • weekly
  • monthly
  • or yearly

Tasks that become due will be emailed to you at the start of the day as well as appearing on your Admin Main Menu dashboard.

admin_main_menu_reminders

To dismiss a reminder simply click the checkbox next to it in the reminders panel of the Admin Main Menu.

Creating Reminders

Click the Reminders icon on the Admin Main Menu.

reminders_listing

 

Initially the reminders display as a tabulated listing like all the other views, however you can also view the reminders as a calendar by clicking the calendar icon in the listing toolbar.

reminders_calendar

Item recurrence is coloured coded with a key at the bottom of the display. At the top of the display you can:

  • Navigate to the next/previous months
  • Return to the list view 
  • Jump to the current month
  • Add a new item

Click on an item to edit it or click the month day digit to create a new item on that day.

reminders_edit

  1. Enter a description
  2. Enter the start date for the reminder 
  3. Enter an end date (or leave this field blank for a perpetual reminder)
  4. The date complete field displays the last time you marked this reminder as done. You can clear this field to reset the reminder – effectively marking it as not-done 
  5. Select the appropriate recurrence (or none) from the drop down selector
  6. Press Submit to save your changes