Setting Reminders and Idea Alerts

Setting Reminders

You can easily set reminders on journal entries to revisit them at a future date. Want to check back on some important info within an entry three months from now? Simply select the + button and drop a reminder into any journal entry for future review. When the reminder comes due, a notification will be added to our new notification center.

To set a reminder:

1. Click the add button at the home journal and select “Add a Reminder” or select the edit menu from a posted entry and select "Set Reminder".
2. Select the date 
3. Click Post.
4. Once you post or save the journal entry, the reminder will be added to the top of the entry and you’ll be notified on that date.

Idea Alerts

You can set alerts at the idea level to remind yourself to follow up on that idea in the future. Imagine you want to evaluate management execution for a few more quarters. You can now set a reminder to revisit that idea in six months. You can also set 30- or 60-day inactivity alerts to make sure your research stays up to date and in tip-top shape.

To set an Idea Alert:

1. Click on the Full Dashboard view of the Idea
2. Select the edit menu of the Idea
3. Select “Set Idea Alert”