Task Reminder Report Use Example
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This page outlines the different ways to set up and use task reminder reports. Please see below for a full tutorial.
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Navigate to Task Reminder Report: Locate the Task Reminder Report feature within the platform.
Set Target Date: Define the target date for the reminder report. This can be the current date or a future date depending on your requirements.
Choose Grouping Preference: Decide whether to group the reminders by trainer or owner, based on your preference and the nature of your work.
Select Tasks: Choose the specific tasks for which you want to generate reminders. This could include overdue services or upcoming services.
Run Task Reports: Initiate the task reports to generate the reminders based on your selected criteria.
Review Generated Reminders: Once the reports are generated, review the list of reminders to ensure accuracy and relevance.
Select Recipients: Choose the recipients to whom you want to send the reminders. This could be based on specific accounts or groups.
Compose Email: Fill in the necessary details for the email, including the sender's email address, subject, and email template selection.
Choose Email Type: Select the type of email (e.g., plain text, HTML) that you want to send to the recipients.
Send Email: Initiate the sending of the reminder emails to the selected recipients.
Review Sent Emails (Optional): If desired, review the sent emails to ensure they were delivered successfully and appear as intended.
Customize Email Template (Optional): Modify the email template as needed to personalize the message or update information.
Adjust Grouping Preference (Optional): If required, revisit the grouping preference and switch between grouping by trainer or owner based on feedback or changing requirements.
Next Steps: Prepare for the next steps or further customization by considering additional options and functionalities available within the Task Reminder Report feature.
Seek Assistance: If encountering any technical issues or uncertainties, reach out to the appropriate support channels for assistance.