Viewing and creating reminders in the case form

Reminders must be enabled at the application level.
Reminders can be viewed in the associated case forms and in the queues. If a reminder has been created for a case then a column is added to the queues, showing a link to the reminder.

You can create multiple reminders for each case. Reminders can be used to store information that is related to the case. For example, you might add a reminder to contact the employee's manager when the case has been resolved.

  1. Select Queue.
    If you're a manager, you can access cases by selecting Cases > All.
  2. On the Assigned To Me, All, or Unassigned tab, select and open a case.
  3. Click the Reminders tab.
  4. Click Add.
  5. Specify the information needed and click Save.