SharePoint Reminders Usage

Virto Notifications & Alerts On-Premises lets you use email and sms reminders that are sent to remind about upcoming events or approaching deadlines.

Whenever you schedule a reminder, each user assigned to this reminder will receive email or sms with notification, which can include the fields that need his attention.

Click Add Reminder to create a new reminder. The Create New Reminder panel has the same tabs as the alert editor.

On General, type the title of the new reminder and select the web and the list with event(s) that you will be notified about.

This section is similar to Alerts customization, the difference is in the lacking Change Type field.

The next two sections “Recipients” and “Message view” can be adjusted similar to Alerts customization. Then you need to define options to follow up an event.

You can apply the reminder to all items in the list, to all items in a list view or create a custom condition to receive a reminder.

In this example, we will use a custom condition to track any upcoming meetings with clients.

Then you need to set the schedule when you want to receive the notification.

On Options, choose the date field in When To Send Alerts, then when the e-mail is sent (Same, After, Before, …) and, if needed, Set Time.

You can also send daily reminders before or after the event.

The next option is the specified number of days in a list field.

See The count of days from additional field section in Alert description of this documentation.

Note: reminders for recurrent events are supported as well.

Now, you can manage all your alerts and reminders in a single view, see Alerts managing.