Location: Practice Management module > Workspace > Tasks > Select Task > Reminders

You can add/view the reminders to the tasks.

  • You can add reminders to the tasks. 
  • Here we have two ways to get the reminders.
    • Through the notifications on the top right-hand side
    • The accountants and the assigned staff members to the task will receive an email reminder.
  • You may choose the period that how many days/weeks/months before you would like to get the reminder.
  • Also, you can add multiple reminders for different periods.