This article explains how to create and manage Reminders on a Meld. Reminder notifications are sent via email and also appear as in-app notifications.
Creating a Reminder
1. Open the Meld where you want to add a Reminder and click on Reminders.
2. Click on Add reminder.
3. Fill in the following details for the Reminder:
- Title: This will be displayed in the reminder notification.
- Notes: Add any relevant notes for the reminder.
- Assignees: Select one or more assignees who will receive the notification. For quick entry, click Me to add yourself.
- Due Date: Set the due date. For quick entry, you can use the preset options like 24, 48, or 72 hours, or 1 Week.
Click Add reminder to save it.
4. To view all Reminders associated with a Meld, click on Reminders within the Meld. This will show you what has been completed and what is overdue.
Editing or Deleting a Reminder
1. Open the Meld containing the Reminder you wish to edit or delete.
2. Click on Reminders.
3. Next to the reminder title, click Edit or Delete.
- If you are editing, make the necessary changes and click Update Reminder.
- If you are deleting, click Yes, delete.
- To mark a Reminder as complete, click the Mark as complete at the bottom of the Reminder.
Creating a Filter for Reminders
1. On the Dashboard, click on any current filter or go to the Melds tab and click FILTER to view the Filter dropdown.
2. Check the box next to Reminder Date and select an option for the filter, such as Today, Tomorrow, Overdue, This Week, or a specific Date Range.
- You can also check the box next to Reminder Assigned to filter Reminders based on the assignee.
Click Apply Filters.
3. To save this as a new filter, click SAVE next to the New Filter after applying the reminder filter conditions.
- Select Create new Filter.
- Enter a name, such as Reminders Due Today.
- Choose to make this filter private, default, or public.
Click SAVE FILTER.
Note: For more details on customizing filters, please refer to the article How to Customize Filters and Dashboard.
4. The newly created filter, such as Reminders Due Today, will now be accessible and viewable on the Dashboard.