Using a Saved Search as a Reminder

If you use saved search results to track your tasks, you can add a count and a link to the details in your Reminders portlet as a custom reminder. This makes your important task information more accessible. After you check the Available for Reminders box on the saved search, you can add it to your Reminders portlet. Other users in the audience can also see this reminder.

Be aware of the following when you use a saved search as a reminder:

The Reminders portlet shows the search title like this: <number_of_results> <saved_search_name>

Use a search title that makes sense as a reminder.
Custom reminders work best if your saved search doesn't group results by summary types, because reminders show the count of results and only appear if the count isn't zero.

If your search groups results by a summary type other than a count, the reminder doesn't display.

You can set a count for a field that has a summary type defined, to make the reminder display, but grouping may affect the result and not include the total count.

Check the Results subtab to see if the saved search includes summary types. If so, consider removing them or making a new search without summary types.

For detailed steps and an example, see Creating Custom Reminders.

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