Reminders window

The screenshots on this page do not all reflect the new web version yet.

If a reminder was set for a task assigned to you and it has not been completed yet, the Reminders window will pop up when you start Case Manager if its reminder date+time has been reached or exceeded.

You can display the window at any time by selecting View > Reminders Window from the main menu. 

Most of the functions in the Reminders window are similar to those you may have seen in other task and reminder applications.

1. The task title, due date information and the name of the client are displayed.

When the client is a member of a company that has a name, this is displayed along with the client name in brackets, as highlighted below.

2. You can do some simple sorting of this list.
3. You can see details of the selected task at the bottom of the window.
4. Click Locate to open the task at its case.
5. Click Mark Complete to mark the task as complete and clear the reminder.
6. Click Dismiss to dismiss the task. This clears the reminder by turning its reminder off, but it does not mark the task as complete.
7. Click Dismiss All to dismiss all the selected tasks in this window.
8. Click Snooze for to re set the reminder for a period of time that you select.

Click here to see an older video on the Reminder popup window. Note that this is the Windows version of Case Manager, however you should still find it useful.