Adding a diary entry and setting reminders


This guide will look at how to add a diary entry to a case and set reminders for it that can be sent to your email.

Please note: In order to add a diary entry to a conveyancing case you will need to have created a conveyancing case. Read this guide for help creating a conveyancing case.

Adding a diary entry and setting reminders

You can add a diary entry to either the case as a whole or in a specific task in the workflow.

 

Case as a whole

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Task in the workflow

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In the diary entry you can assign who the reminder is for, a title and description of the diary entry, when the task is and how often and when you should be reminded of it.

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You can add multiple reminders and set how long before the task you want to be reminded, either by email or just through hoowla.

 

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