Use > Service Desk > Service Desk workflows and user tasks > Set a reminder for an interaction record

Set a reminder for an interaction record

Applies to User Roles:

Service Desk Agent

You can set a reminder to notify you if an existing interaction record meets certain conditions by a specified time. For example, you may want to be reminded if an interaction is still open or is not updated by a given date.

To set a reminder, follow these steps:

  1. Locate an existing interaction.
  2. Click More or the More Actions menu, and then select Set Reminder
  3. Choose one of the following options to specify when the reminder occurs:
    • Click Remind At to set a reminder for a particular date and time.

      Note You can click Fill to display a calendar tool to select the date and time of the reminder. 

    • Click Remind In to set the reminder to occur after a particular time interval. If you choose this option, you must specify the time interval in hours, minutes, and seconds (use the 00:00:00 format), and then select a shift from the list.
  4. In the Remind If field, select from the following options any conditions that you want the interaction record to meet before a notification occurs:
    • Always (default)
    • ... has not been updated
    • ... is still open
    • ... is still assigned to me
  5. In the Pop-up Message area of the form, select from the following options the type of notification that you want to receive:
    • Pop-up
    • Email
    • SM Mail (Service Manager Internal Mail)

      Note If you select the Pop-up notification method, type the reminder message format in the Message field. If you select the Email or SM Mail notification methods, type the title you want the notification to display in the Title field, and then select Message Type.

  6. Click OK