Overview of reminders

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Overview of reminders

You can display your reminders in the Project Manager using the "Display areas" button:

 

You can also display them as a separate dialog window via the "Window" menu item and the keyboard shortcut shown. This allows you to quickly check which reminders are due while you are working.

You cannot create new reminders in this dialog box. Please proceed as described in the chapter "Creating a new reminder." Completed reminders are not stored anywhere in the system. They serve purely as a reminder function and are deleted after completion. If you need to document the activity in your reminder, you must create a task instead.

Functions within the dialog

Double-click on the reminder type to open the corresponding object. In the example screenshot, the corresponding project is opened (project properties). The "Open" menu item also opens the properties of the object (project properties, customer data, task details) of the selected reminder.

In the menu bar, you can also jump directly to the project in the project manager. The focus then jumps to the corresponding project in the project manager.

Focus:

The reminder dialog also offers several filters and grouping options. For example, you can group the view by object type, filter by due date, or set a filter on the reminder type so that only reminders relating to customers are displayed. You can save each view. To do this, select "View" -> "Save as" from the menu and assign a meaningful name.