How can I add a conversation to the Reminders pad?

The Kona reminders feature is a notepad on the right pane of the My Kona view where you can enter brief to-dos or drag in Kona activities you need to follow-up on. You can set a snooze time if you want to have it out of sight until it really needs to be completed, at which point the reminder will return to your view.  

To create a reminder from scratch: Simply type into the 'Enter or drag in reminder' field underneath the Reminders title in the right rail. You have a few options for clearing your reminder from view: you can check it complete, delete it entirely, or snooze it to have it return at a later time. To create a reminder from an existing activity, drag and drop the activity into the reminders field. The associated reminder will default to “Follow-up,” but you can edit this. Beneath the reminder will be a link to open the activity that it’s a follow-up to.

To create a reminder from a comment: When inside the conversation popup window, if you see a comment that you would like to create a reminder from, hover over the comment.  You will see a star icon with a drop-down arrow appear to the right of the comment.  Click the drop-down arrow and choose “Add to reminders.”  You will see the reminder appear in the Reminders pad, and then you can edit the name or details, or even set it to snooze until a certain date.

To create a reminder from a conversation, task, event, or file from anywhere in Kona: You can click the item to open the popup window.  Then click the drop-down arrow to the right of the item name and choose “Add to reminders.”  You will see the reminder appear in the Reminders pad in My Kona, and then you can edit the name or details, or even set it to snooze until a certain date. 

To create a reminder from a conversation, task, or file without opening it up: From the Conversation, Task, or Files tab, if you hover over the item you want to create a reminder from, you will see a clock icon appear to the right of the line.  When you click the clock, a reminder will automatically be added to the Reminders pad in My Kona.  You can then edit the name or details, or even set it to snooze until a certain date.

To create a reminder by dragging and dropping: When in the My Kona view on any tab, you can drag and drop an item onto the Reminders pad.  Left click on the item, hold the click and move your mouse over to the reminders pad.  Then release the click when you see the Reminders pad highlight in red.  You can then edit the name or details, or even set it to snooze until a certain date. Note: You must be able to see the Reminders pad to be able to complete the drag and drop.

To snooze a reminder: Hover over the reminder in the Reminders pad until you see a clock icon appear.  Click the clock icon to see the Snooze options.  You can quickly choose “Tomorrow” or “Next Week,” or you can select a specific date.  After setting the snooze, the reminder will disappear after a few seconds.  The reminder will re-appear in the Reminders pad on the snooze date you selected.  Note: This is a great way to get a reminder into Kona, and then set it to not appear until you need to take action.\

To print your reminders: You can print your reminders to take them on the go with you.  Click the Print icon next to the Reminders title and you’ll get a “Things to Do Today” checklist printout of all your reminders.

To view upcoming snoozed reminders: In the Reminders pad, click the drop-down arrow next to the TODAY heading on the right side. You can choose “Upcoming” to see all reminders that have been snoozed and will appear in the Reminders pad in the future.  Choose “Today” from that menu to go back to your active reminders view.

To view recently completed reminders: In the Reminders pad, click the drop-down arrow next to the TODAY heading on the right side. You can choose “Recently Completed” to see all reminders that have recently been completed.  Choose “Today” from that menu to go back to your active reminders view.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk