Create and Modify a SmartList Reminder
When adding a new SmartList Favorite, if you click “Add Favorite” and “Reminder”, it will also put a reminder on your homepage in GP to remind you of the SmartList based on criteria entered:
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SmartList Reminder Location
Reminders show on the Home page in GP
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Double Click the SmartList Reminder and it will open the SmartList.
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Modify a Reminder
To modify or create a reminder for an existing SmartList Favorite, click on the
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“Pencil” icon in the To Do section of your Home Screen.
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2. Click the blue arrow beside Reminders
3. Then select Select the Smartlist favorite and click “Modify”
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4. You can set this reminder to pop up when:
there is a certain number of records in the Smartlist Favorite, or
when the total of a specific column reaches a specific number
5. Click “OK” to close the windows when finished.
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Create a New Reminder
You could also create a new reminder for an already created Smartlist
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, by clicking
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“New”
Use the “Magnified Glass” icon to find the SmartList you want a Reminder for
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Note: Checking the “Display as a Cue” checkbox, will make the notification show as an icon instead of text on your home screen.
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See also Filter SmartList
See also Create SmartList Favorite