1. Using Onboarding (Transitions)
  2. Creating a Task Reminder

Creating a Task Reminder

  1. In the Onboarding (Transitions) Center, Tasks section, click the name of the task that you want to create a reminder for.
  2. Click Create next to Reminders.
  3. In the Assignees field, click Owner or Assignees or individual assignees.
  4. Select a triggering time.
  5. Select a notification message.
  6. Click Save.

Results:

A reminder entry is displayed in the Reminders section. On the day that corresponds to your triggering time selections, the message you specified will be sent by email to the person.