1. Under “Activities” menu, select “Activities” and it will take you to the search menu for activities.

2. Select “New” under “results list”

3. A pop-up will appear. Select the type of task, “Reminder Task”

4. Enter the following:

Description: create one that YOU will recognize. This does not have to match naming conventions the same way that Customer Care or Deployment tasks do, as this reminder is essentially a note to yourself in CRM.

Start Date: Is automatically filled in at the current date.

Follow up Date: The due date you want to enter for this task. When you determine it needs to be completed.

Status: Will default to Open, but you can toggle to Complete once you finish the task and want to close it out.

Category: Defaults to "Task", which you can leave as-is, or drop down to specify “Calibr Reminder Task” etc.

Account, Main Contact, and Employee Responsible: Enter the Customer, Customer Contact, and your Name. You can select the boxes on the right hand side of each field (circled in red below) to perform a search and look up the customer account and contact if necessary.

Notes: Enter a detailed note to future-you about what you need the reminder for!

5. Select “Save” at the top of the task screen. You should receive a green checkmark confirming the task has been saved, and a Task ID number will be generated.



6. Finally, your new task should show up in your saved search for reminder tasks. Good job!!