This is probably the most common use of SharePoint Reminder.
2 SharePoint Reminder's will be setup, the first to remind the staff member assigned to complete the task when it is due within the next 3 days.
The second will warn the staff member and CC the team leader when a task becomes overdue.
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Select the first web part and "Modify Shared Web Part",
configure the web part as shown. |
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Expand the Appearance section and set the Title
of the web part for future reference |
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Set the Watch List to Tasks - Active
Tasks Every Task list has an Active Tasks
view. This view doesn't list any Task that has been
marked as complete. We chose this view as we don't
want to be reminded about Tasks that area already
complete. |
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Set Email To to Assigned To
This will send emails to the person who has been
Assigned To complete the Task.
Put in an appropriate Subject and
Message for the email.
If your message is large then use the Builder
button (...) to open up a separate dialog box to
enter your message. |
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Choose Due Date and Due Within 3 Days
This will send out an email when a Tasks is due
within 3 days. |
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Choose to Always resend the email. We want
SharePoint Reminder to continue to send emails |
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Choose to check the list At 8:00 am every
weekday. |
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Select the second web part and configure the web
part as shown. Change the Title to "Tasks Overdue Reminder"
Select
the same list - Tasks - Active Tasks
Select Email To - Assigned To
In the Email CC enter Team.Leader
Enter a Subject and Message
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Send When Due Date is Overdue by 1 Day
Resend email Always
Check list At 8:00 am every weekday
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The web parts show a summary of
their configuration
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In our example we have the following items in our Task List.
The current date is the Wednesday 1st February, 2006. SharePoint
Reminder will run at 8:00 am in the morning and will send the following
emails.
- No emails will be sent for "Budget Proposal..." as its due on
the 10th February - plenty of time yet!
- An email for "Review Supplier Contracts" will be sent to Robert
King reminding him that it is due shortly.
- An email for "Update Procedure Manual" will be sent to Anne
Dodsworth and CC'd to Team.Leader - reminding her that the task is
overdue (it was due on the 20th January).
- No email will be sent for "Recruit new Junior..." as its already
been completed.
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