Reminders & Notifications

How do I create a calendar reminder with email notification?

Step 1 - Create a saved Calendar Filter

  1. Go to the Calendar
  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

Step 2 - Create a Notification

  1. Navigate to the Calendar. If you have just completed Step 1 above then you are already in the Calendar View
  2. Find the 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?

  1. Navigate to the Calendar
  2. Find the 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. Navigate to the Calendar
  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. Navigate to the Calendar
  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?

Use other dates to track dates that may not fit into an existing date category in MinuteBox

To find the  Other dates category follow these steps:

  1. Navigate to the entity that you want to create a task or custom date for in the
  2. Double click on the entity to view the Entity Detail View
  3. Locate the Other dates section in the entity summary and click Add
  4. Enter the details for the date you want to track. If the date occurs only once, simply add the date. If the date is recurring ensure you have added the Repeats Every and Interval properties
  5. Create a Filter and Notification- see steps 1 and 2 above