Scheduling panel

Use this panel to specify task start and due times, assign the task to users, and set up reminders.

Field

Description

Due Date/Time

Specify the date and time by which the task must be completed.

User

Specify the Sage CRM users to whom you want to assign the task.

To add users, click  in Search For. Select the users in the list and click Add.

To remove users, select the users in the list and click Remove.

To select multiple users, hold down Ctrl and click the users in the list.

When you assign a task to more than one user, Sage CRM creates a separate task for each user. Each task is displayed in the calendar of the relevant user.

Start Date/Time

Specify the date and time when the task becomes active.

Onscreen Reminder

Select this check box to enable and configure an onscreen reminder for the task.

Reminder Date/Time

Specify the date and time when the onscreen reminder for the task should display.

Send Reminder Message

When the onscreen reminder is enabled, you can select this check box to receive the reminder messages configured in your User preferences.

Team

Select the team to which you want to assign the task.