This new functionality allows you to set and manage task reminders across multiple users of the admin. The new feature, provides options for specifying the task details, due date, and customer association. You can then easily delete task reminders once they are completed or no longer relevant.
Where would this be used?
An example of a tasks you could set reminders could include making a note of when a customer is returning from holiday after a prolonged period. You could set a reminder to get in contact with the customer on their return and to restart their order.
How does this work?
When creating a reminder in the admin it will be attached to a particular customer with a date, time, subject and message. When the reminder time has arrived, a notification pops up in the new notification tab in the menu prompting you to complete the task.
Once the task has taken place you then mark as completed. Which removes it from the notification list.
How to create reminders.
To create a reminder navigate to admin.growing-good.co.uk/reminders and click on create a reminder. In the dialog box it provides with 4 fields to complete as part of creating a task reminder.
Customer - for this field you need to enter the email of the customer that you are attaching the reminder to. You may need to gather this information before you fill out the reminder form.
Subject - is the title of the task you are completing this appears in the notification for the task and in the reminders page where the upcoming and completed tasks are listed.
Message - this is where you would provide extra detail on the task that needs completing for whoever is actioning the task.
Due date - This is where you would select the date and time of when the task should be completed by. Select the date and then the time picking am or pm.
Once all of the fields have been completed click ‘save reminder’. This will store the reminder in the system.
Once the reminders have been created they appear in https://admin.growing-good.co.uk/reminders under 4 tabs: Upcoming, Overdue, Scheduled and Completed.
Upcoming is any tasks that are scheduled in the next 7 days.
Overdue is any task that is past the due date that has not been marked as completed.
Scheduled lists every task that has been created and is yet to be completed. Any overdue tasks will appear here too.
Completed - This lists every task that is marked as completed, keeping a full log of tasks that have been completed.
Task reminder notifications
When a task is due within 24 hours it appears in the notifications tab that is located at the top of the admin menu. Click on the icon to expand the menu, this will then list any tasks that are due. You can then either view more information on the task or mark as complete from this notification tab.
