Reminders & Notifications

How do I create a calendar reminder with email notification?

To create a calendar reminder with email notification follow these steps:

Summary 1. Create a saved Calendar Filter 1. Create a reminder for that saved Calendar Filter

1. Create a saved Calendar Filter

  1. Go to the Calendar view.
  2. Create a calendar filter with the types of dates you want a reminder for. You can narrow your selection down even further by limited which entities apply to the filter by stacking multiple filter criteria.
  3. Once you are satisfied with the filter you have created, click the *Save Filter... button.
  4. Give your saved filter a descriptive name.

2. Create a reminder for that saved Calendar Filter

  1. Go to the Calendar view. If you have just completed Step 1 above then you are already in the Calendar View.
  2. Find the Calendar Filter that you wish to create an email reminder for and hover your mouse over that filter.
  3. Click the Bell icon next to the relevant filter.
  4. In the Set Email Reminder modal, enter your desired bring forward date by entering the period in advance of a date that you want a reminder for. For example, if you want to be notified 45 days before a fiscal year end of a company that matches your filter, simply enter 45 in the field next to the Alert text and select Days from the dropdown menu.
  5. Enter the email address of the individual(s) that you would like to receive the reminder.

Note: Any entities that match this filter over time will automatically produce reminder events. Once you have setup reminders for a Calendar filter once, you do not need to do this again.

How do I delete a calendar reminder with email notification?

To delete a calendar reminder with email notification follow these steps:

  1. Go to the Calendar view.
  2. Find the Calendar Filter that you wish to delete an email reminder for and hover your mouse over that filter.
  3. Click the Bell icon next to the relevant filter.
  4. In the Set Email Reminder modal, click the Delete button at the bottom of the modal.

You will no longer receive email reminders for this Calendar Filter.

How do I add another person to a calendar reminder with email notification?

To add another person to a calendar reminder with email notification follow these steps:

  1. Go to the Calendar view.
  2. Find the Calendar Filter that you wish to delete an email reminder for and hover your mouse over that filter.
  3. Click the Bell icon next to the relevant filter.
  4. In the Set Email Reminder modal, enter the email address of the additional person(s) that you would like to receive notifications. Press [Enter] on your keyboard and ensure the email address appears in the list below the input field.
  5. Click Save.

All users in the list will now receive email notifications.

How do I remove a person from a calendar reminder with email notification?

To add another person to a calendar reminder with email notification follow these steps:

  1. Go to the Calendar view.
  2. Find the Calendar Filter that you wish to delete an email reminder for and hover your mouse over that filter.
  3. Click the Bell icon next to the relevant filter.
  4. In the Set Email Reminder modal, find the email of the person that you want to delete in the list.
  5. Hover over that email address and click the corresponding [X] next to the email address to remove it from the list.
  6. Click Save.

That user will no longer receive email reminder notifications for that calendar filter.

How do I track tasks and other dates?

MinuteBox automatically creates date entries in a tickler system for all dates entered for an entity. You can view all and filter all dates entered in the system by navigating to the Calendar View.

To add other dates or task that may not fit into an existing date category for a MinuteBox field you can add other dates and tasks in the Other dates category in the Entity Information Summary.

To find the Other dates category follow these steps:

  1. Find the entity that you want to create a task or custom date for in the Entity Dashboard.
  2. Double click on the entity to view the Entity Detail View.
  3. Click the tab on the left table of contents labelled **Entity Information Summary).
  4. From the table of contents below the header Entity Information Summary click on the Key Dates category to navigate to the Key Dates section of the entity summary.
  5. Locate the Other dates section in the entity summary and click the Add button for that section.
  6. Enter the details for the date you want to track. If the date will only occur once, simply add the date. If the date will be a recurring date then ensure you have added the Repeats Every and Interval properties and completed the relevant information based on the frequency of the date.

MinuteBox will now create tickler reminder entries for the date and task as entered.

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