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CA Cloud Desk

Task Reminders in CA Cloud Desk

Set up reminders and notifications for task deadlines and updates. Open a task, click Task Reminder, enter the duration in Days or Hours, click Save, and see Task Reminder has been set successfully.

Path

Left PanelTaskTask DashboardOpen TaskTask ReminderSave
How to set a task reminder

From the CA Cloud Desk left navigation menu, select Task and open any particular task. Click the Task Reminder option, enter the reminder duration, select Days or Hours, and click Save. A pop-up Task Reminder has been set successfully will confirm the reminder is active.

Getting Started

Log in and open the task you want to set a reminder for.

Step 1: Log in and select Task

Log in to CA Cloud Desk. From the CA Cloud Desk left navigation menu, select Task.

CA Cloud Desk dashboard with Task highlighted in the left navigation panel
Dashboard — select Task from the left panel (Step 1).
Step 2: Select any particular Task

From the Task Dashboard, open any particular Task.

Task Dashboard with Select Any Task annotation pointing to a task card
Task Dashboard — select any particular Task (Step 2).

Set Reminder

Click Task Reminder on the opened task, enter reminder details, and save.

Step 3: Click on Task Reminder

From any particular opened task, click on the Task Reminder option to set or view reminders for the task.

Task View with Task Reminder icon highlighted in the action toolbar
Opened task — click Task Reminder in the toolbar (Step 3).
Step 4: Reminder Details

Enter the reminder duration, select Days or Hours, optionally enable Recurring Notification, and click Save to set the task reminder.

Task Reminder modal with duration field, Days or Hours dropdown, Recurring Notification, and Save
Task Reminder — enter duration, select Days or Hours, click Save (Step 4).
Step 5: Task Reminder has been set successfully

After clicking Save, a Task Reminder has been set successfully pop-up will appear, confirming that the reminder is now active.

Task View showing Task Reminder has been set successfully confirmation
Task Reminder has been set successfully — reminder is active (Step 5).
Task Reminder has been set successfully

Your task reminder is now active. You will be notified based on the duration and unit (Days or Hours) you selected. View or manage existing reminders from the Task Reminder dialog on any task.

Task Reminders Guide PDF

Scroll to read each page below, or use Download PDF above.