AffiniPay

Click 't' on the keyboard or the dropdown arrow to the right of case status and select Add Task.

- Navigate to any open case.
- Click 't' on the keyboard or the dropdown arrow to the right of case status and select Add Task.

Choose the time, date, name of the person(s) to be reminded, and type of reminder (popup and/or notification).

- Turn Reminder On.
- Choose the time, date, name of the person(s) to be reminded, and type of reminder (popup and/or notification).

Set a Task Reminder

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Set a Task Reminder

How to create a task reminder.

Click 't' on the keyboard or the dropdown arrow to the right of case status and select Add Task.

Turn Reminder On.

Choose the time, date, name of the person(s) to be reminded, and type of reminder (popup and/or notification).

Click Save.