Edit Recurring Task - Reminder Options
To edit Reminder Options for a Recurring Task, select the Edit Icon to the right of the Task you want to adjust.
Make the needed edits to the Reminder Options, Overdue Reminder Options, and Critically Overdue Reminder Options, then select the Save Icon .
field | description |
---|---|
Reminder Lead Time | Enter the number of days, weeks, or months before the due date to have initial reminder sent |
Msg.Board Message | Select this to have a Msg.Board Message posted (displays in the Employee's Communication Center) |
Send Email | Select and enter an Email Address if you want to send an initial reminder to someone in addition to the Assigned |
SMS/Text Msg. | This option isn't currently working |
Fax | This option isn't currently working |
field | description |
---|---|
Overdue options same as reminder options | Deselect this to change the Overdue reminder options (leave checked to keep the options the same as the reminder options) |
Once overdue, resend notification every (__) days | Enter how frequently (in days) you want overdue notifications sent |
Archive Task when it becomes overdue (close without marking as completed) | Select this to archive the Task once it's overdue without marking it as complete (Typically not used) |
Send Overdue Notice To | Select who to send the Overdue Notice to |
Msg.Board Message | Select this to have a Msg.Board Message posted (displays in the Employee's Communication Center) |
Send Email | Select and enter an Email Address if you want to send overdue reminder to somone in addition to the Assigned, and Person/Group selected in the Send Overdue Notice To option |
SMS/Text Msg. | This option isn't currently working |
Fax | This option isn't currently working |
field | description |
---|---|
Critically Overdue options same as reminder options | Deselect this to change the Critically Overdue reminder options (leave checked to keep the options the same as the reminder options) |
Mark as critically overdue after Task has been overdue for (__) days | Enter the number of overdue days before a Task is marked as critically overdue |
Archive Task when it becomes critically overdue (close without marking as completed) | Select this to archive the Task once it's critically overdue without marking it as complete (Typically not used) |
Send Crtical Overdue Notice To | Select who to send the Critically Overdue Notice to |
Msg.Board Message | Select this to have a Msg.Board Message posted (displays in the Employee's Communication Center) |
Send Email | Select and enter an Email Address if you want to send critically overdue reminder to somone in addition to the Assigned, and Person/Group selected in the Send Overdue and Critically Overdue Notice To option |
SMS/Text Msg. | This option isn't currently working |
Fax | This option isn't currently working |

Add New Recurring Task - General Settings
Add New Recurring Task - Categories
Add New Recurring Task - Reminder Options
Add New Recurring Task - Impact/Ranking
Add New Recurring Task - Task Link
Add New Recurring Task - Task Types
Add New Recurring Task - Task Type - Reminder
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Add New Recurring Task - Task Type - Online Form
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Add New Recurring Task - Recurrance Options
Edit Recurring Task - General Settings
Edit Recurring Task - Categories
Edit Recurring Task - Impact/Ranking
Edit Recurring Task - Attachments