Use the Agenda Assistant

The Agenda Assistant will email each morning to remind you of Appointments, To-Dos, Overdue To-Dos and Special Events in the system.

 

1. Go to Automation, click Agenda Assistant.

 

2. Click Enable Agenda Assistant. Choose what you would like sent, where you want it sent, and when to send it. Click Save.

 

Tips

Get a Preview of the day's task by clicking Show Email Preview at the bottom of this page.

Highlight the text just under the Agenda Assistant to see when it was last sent and when it will be sent next.