Setting reminders

You can set a reminder for yourself for a period, process, sub process, or task from several places within the Manage Process area. Reminders will show up in your To Do list of your home page.

  1. Select Close Setup > Manage Process and click the View Schedule or Past Schedules tab.
  2. Right-click a period, process, sub process, or task and click Reminder.
  3. Use the following guidelines to specify field values:
    Begin Date

    Select the start date for the reminder.

    Due Date

    Select the due date for the reminder.


    Specify the description of the reminder.


    Specify any notes about the reminder.

    Launch Form In Your Financial System

    Specify the form that will open in your financial system when the reminder is opened.

    Add An Attachment Or URL

    Specify the fields below to add an attachment or URL to the reminder.


    Specify a title for the reminder attachment.


    Click the Browse button to select the reminder attachment.

    File Type

    This field is automatically populated when you select a file to upload.


    If the reminder attachment is online, specify the URL to access the attachment.

  4. Click OK to send the reminder to yourself.