When I’m busy, it’s easy for me to forget follow-ups or task I need do. Post-it Notes clutter the desk and are easily ignored. Thankfully, HelpSpot has a built-in Reminders feature that keeps me on task!
When your working on a request that requires actions at a later date, follow these simple tasks!
To create reminders:
- Click on the “Set Reminder“ located in the right-side Options menu.
- From the “Set Reminders” dialog box, you can;
- Write information pertaining to the reminder.
- Select the date and time.
- Select additional staffers that should be notified of this reminder.
- When completed, click on the Create Reminder” button.
When when the date for the reminder is reached you (and any selected to be notified) will be sent a reminder email.
Note: Reminders will continue to be active even when the request it’s associated with is closed.
To view reminders:
- Click on the Reminders, located in the WorkSpace navigation tree.
To Delete reminders:
- Click on the Reminders, located in the WorkSpace navigation tree.
- Click on the Request Id Link.
- Re-open the ticket (if applicable).
- The reminder note will be displayed above the Options Menu, click on delete to remove.
Delete Reminders
