Adding or modifying reminders

Use this procedure to create a new reminder or modify an existing reminder.

You can also use this procedure to modify an existing reminder and save it as a new reminder.

To add or modify your reminders:

  1. Click Reminders.
  2. Click any one of these:

    • Add to create a new reminder.

    • The Edit link for the reminder you want to modify.

    Step 1 - Enter Message of the Reminder wizard appears.

  3. On Step 1, specify the message to include with the reminder.

    For example, Weekly Sales Meeting from 9 A.M. - noon in the Aspen Conference Room. Dial-in on 1-800-555-5555, pass-code 55555..

    Click Next.

  4. On Step 2 - Pick Schedule, specify the device type and schedule:
    Deliver To

    Select the device to which you want Smart Notification to deliver the reminder.

    Specify Schedule

    • Date Specify the month, date, year, and time of the reminder's delivery.

    • Daily Specify whether you want the reminder delivered on weekends. Also, specify the delivery's time.

    • Weekly Specify the day of the week and the time of the reminder's delivery.

    • Other The reminder will be a recurring reminder on a relative schedule. For example, The first Monday after the start of the quarter.

    Add

    Click Add to add your schedule to the list at the bottom of the screen. You can create as many schedules as you want.

    Note: 

    You can specify as many scheduled deliveries for an individual notification or reminder as you want.

    For example, if you want to receive your notification or reminder at 9 A.M. every Monday morning through email and also three days before the end of the month on your cell phone, you can add two schedules to the reminder.

  5. On Step 3 - Save, specify how you want to save the reminder.
    Name

    Type a short, descriptive name for the reminder. For example, Weekly Sales Meeting.

    Enabled

    Select this check box for Smart Notification to deliver the reminder on-schedule.

    Clear this check box to disable the delivery of the reminder without having to permanently delete it.

    Home Page Group, Create this new category

    Choose the group on the main notification page that the notification is to be placed in.

    Select from one of the existing groups using the list or type in a new group name in the Create this new category box to the right of the list.