Page 13 - Email Support Playbook
P. 13
Task & Case Reminder Outputs
Once you have created a task or a case reminder, your notification will look like the following:
You can choose to „Snooze,‟ which will delay the Note
reminder causing it to alert again in the time-frame
you‟ve designated. You can also choose to dismiss Dismissing a reminder does
these reminders which will turn them off. not mark your task as
completed.
IMPORTANT! Once you are done with a task you will want to
change the status to „completed‟.
Mark your task as completed once
you are done. If you do not do this you This is done by editing the task, finding the
will have past due activities. It will also status field, and choosing completed from the
drop-down menu.
be more difficult to find your current
tasks from the „Activities‟ page.