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Close Reminders when the task has been completed. Open Reminders on past dates will show as a red dot on the calendar view.
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Jump to “Add “Add Reminder to New Ticket”Ticket”.
Jump to ”Add ”Add Reminder to Existing Ticket”Ticket”.
Jump to “Edit Reminder”“Edit Reminder”.
Jump to “Close Reminder”“Close Reminder”
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⚙ Steps
Initiate a Guest Request or Internal Request ticket.
Select the “Reminders” section at the bottom of the ticket to expand the section.
Select a date option, then select a time. This setting will control where the Reminder appears on the ticket list.
Days Before: Select the number of days prior to the ticket due date the Reminder should appear on the ticket list. A preview of that date will display.
Date: Select a specific date for the Reminder to appear on the ticket list.Enter a description for the Reminder. Ex: “Book reservation”
Roll Over is enabled by default. Determine if the Reminder should Roll Over to the next day’s date if it has not been closed. (recommended) Learn more about Roll Over in Tickets.
To add another Reminder, select “+Add Reminder” and repeat the steps above.
Select “Save” on the ticket.
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⚙ Steps
Select a ticket.
Select the “Reminders” section at the bottom of the ticket to open ticket details and expand the section.
Begin adding the reminder by or Select “+Add Reminder” if there is already an existing Reminder.
Select a date option, then select a time. This setting will control where the Reminder appears on the ticket list.
Days Before: Select the number of days prior to the ticket due date the Reminder should appear on the ticket list. A preview of that date will display.
Date: Select a specific date for the Reminder to appear on the ticket list.Enter a description for the Reminder. Ex: “Book reservation”
Roll Over is enabled by default. Determine if the Reminder should Roll Over to the next day’s date if it has not been closed. (recommended) Learn more about Roll Over in Tickets.
To add another Reminder, select “+Add Reminder” and repeat the steps above.
Select “Save” on the Reminder, then select “Save” on the ticket.
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⚙ Steps
Select a ticket.
Select the “Reminders” section at the bottom of the ticket to open ticket details and expand the section.
Select a field to edit. Then, select the checkbox to save the edit.
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⚙ Steps
Select the Reminder from the ticket list.
Select the Reminder Status in the highlighted header. Then, select “Finish”.
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