Reminders

Setup required before use	Who Can Use It?	Where Is It?
The reminder plugin can be added to the My Synergy dashboard.	User Assist. Project Manager Project manager Director Administrator System Administrator	My Synergy dashboard > Reminders plugin My Synergy Menu > Reminders List

Add a reminder to prompt yourself or another Synergy user to complete a task. Notes can be added to projects, sub project, contracts, staff members, contacts and personnel records. Notes can be created for general notes on an item, to track hone call details, or to store meeting minutes. Set a reminder to complete a follow-up task for an existing note by:

1. Go to My Synergy Menu > Notes.
2. Select the 'All' tab to view all the notes in the system that you are linked to.
3. Double click to open the Note.
4. Use the reminders panel on the bottom right of the Note window to:
   1. Choose the date in the 'On' field.
   2. Choose the time in the 'At' field.
   3. Select if you (the 'me' option in the list) or another staff member will get this reminder.
   4. Save .
5. Use the Comments panel on the bottom left of the Note window to enter the reason the reminder was set.
6. Save and Close.

Complete the following steps to add a reminder to a Project or a Contract.

1. Open the Project or Contract.
2. Select the Options Menu > Reminders.
3. Choose the date in the 'on' field.
4. Choose the time in the 'At' field.
5. Select if you or another staff member will get this reminder in the 'For' field.
6. Type a message to explain the reason the reminder has been set.
7. Save.

Double click a reminder in the list, to view the reminder message or note details.

If the reminder is for a Project or Contract, the linked Project or Contract will open. To view the reminder details, select the Options Menu > Reminders to view the saved reminder message.

If the reminder is for a Note Type (Note, Meeting, or Phone Type), then the note will open to allow review of the note, comments, and reminder details. The following options are available within a Reminder:

	Snooze the reminder to be completed on a future date.
	Select a reminder in the list and then press the delete button.
	Undo to remove unsaved changes.
	Save.

Delay the reminder to be completed on an alternate date/time.

1. Highlight the reminder in the list.
2. Select Snooze .
3. Choose how long the reminder will be delayed for by:
   1. Select a preset options of 1 hour, 1 day, or 1 week.
   2. Choose the custom options and select a new date and time.
   3. The message details of the reminder can be changed, if the reminder is attached to a project or contract.
   4. Save.
4. The reminder is now set for a future date, and will not be shown in the overdue list. Change the filter in the Reminders plugin to 'All' to see reminders for future dates and times.

Once the task the reminder is setup for is done, then you can mark the item as completed (inactive). Completed reminders are not shown in the Overdue filters in reminders list, or the My Synergy > Reminders panel. The completed items can be seen using the 'all' filter, or the date bound filters that do not have the word overdue included.

Mark a reminder as completed by:

1. Open either Reminders List from the My Synergy menu, or add the 'My Reminders' panel to your My Synergy dashboard.
2. Locate the reminder that you have finished in the list.
3. Highlight the reminder row, and click the completed button in the toolbar.
4. Repeat for each completed reminder.

When the work has been completed, delete the reminder so that it is no longer shown in your reminders list.

1. Highlight the reminder in the list.
2. Select the Delete button .
3. Click Yes, to confirm the deletion.

The default filter in the My Synergy Reminders plugin is to display 'Overdue + Today' reminders. Select the filter drop down and choose an alternate filter, to display reminders for past dates, future dates, or all dates in the list.

The following filter options are available:

1. Overdue
2. Overdue + Today
3. Overdue + This Week
4. Overdue + This Month
5. Today
6. This Week
7. This Month
8. All

1. Reminder typeThe image is shown to advice what type of reminder is shown in the list. Note reminder , Meeting minute reminder , Phone call reminder , Project Reminder, or Contract reminder .
2. ItemFor reminders set on notes or phone call notes , this displays the note text. For reminders set on meeting minute notes, the first line of the meeting minutes is shown. For reminders set on a Project or a Contract , the message text is shown.
3. Complete NEW 4.9.4 Mark a reminder task as completed using the toolbar button. This will show a green checkmark next to the reminder in the list to show you have actioned the item. Completed reminders are not displayed in any of the views that start with 'overdue', but they are shown in the other views like 'all'. This change applies to reminders list and the My Synergy > Reminders panel.
4. Reminder timeThe number of days or hours that the reminder is due or overdue. This is based on the date / time entered on the reminder when created.