How to Set Up Reminders for Cases

Case Reminders help you stay on top of important follow-ups by scheduling a reminder against a specific case at the right date and time. You can create a Case Reminder either from the Calendar or directly from an individual case, and once saved, it will appear in the Calendar as a purple event for easy visibility.

There are 2 ways to set up Case Reminders

From the Calendar or;
Directly from the Cases feature

How to Set Up Case Reminders

Step by Step Walkthrough

Set Up Via Calendar

Step 1: In the Building Manager Portal, navigate to Calendar from the left-hand menu.

Step 2: In the Calendar view, click the blue Add button and select New Case Reminder from the dropdown menu.

Step 3: In the New Case Reminder pop-up window, select the case you would like to create a reminder for.

Step 4: Enter the reminder date and time.

Step 5: Click Save to create the reminder.

Step 6: The reminder will now appear in the Calendar as a purple event, as shown below.

Set Up Via Cases

Step 1: In the Building Manager Portal, navigate to Cases from the left-hand menu.

Step 2: In the Cases view, open the relevant case to view its details.

Step 3: Next to Case Information on the left, a yellow Add to Calendar button will appear if not already added to the calendar. Click the button to create a Case Reminder

Step 4: Enter the reminder date and time

Step 5: Click Save to create the reminder