How to set reminders for activities.

How to set reminders for activities.

There are two options for reminders:
  • Alert through Email 
  • Alert through Pop-up
For tasks, you have the option to choose the type of reminder you want.

For events, you cannot choose the reminder options. Both the reminders options are enabled, by default. In your calendar preferences, you can turn off just the Email reminder. The pop-up reminder cannot be disabled.

To set reminders for tasks
  1. In the Activities tab, click on the task for which you want to set reminders.
  2. In the Task Details page, click Edit.
  3. Select the Remind At check box and do the following:
    • Specify the interval of time to receive an alert before the event starts.
    • Specify the recurrence pattern. (Daily, Weekly, Monthly, etc.)
    • Choose Alert Through Email or Alert Through Pop up as required.
  4. Click Save.
To set reminders for events
  1. In the Activities tab, click on the event for which you want to set reminders.
  2. In the Event Details page, click Edit.
  3. Select the time for the Reminder from the drop-down list.
    By default, when you create an event, the reminder settings will be set based on the calendar preferences of the user who is hosting the event. However, you can change that, if required.
  4. Click Save.
    After creating an event, you can invite users, leads, or contacts for the event by clicking Add Participants.

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