Create and Add a Reminder to your Dashboard

Created by Maddie Bovi, Modified on Mon, 26 Aug at 2:01 PM by Maddie Bovi

This article gives step by step instructions on how to add a reminder to your dashboard.


Step 1: Create a Reminder

  • Once you create a saved search, select "Show as a Reminder"check box on the top right. Save the saved search with a title that you want to appear on your reminder portlet.


Step 2: Add the Reminders Portlet to your Dashboard

  • In the top right corner of your home dashboard, select "Personalize." Choose to click on the portlet titled "Reminders" or drag to the desired location.


Step 3: Add your Saved Search as a Reminder

  • Hover the three dots in the right hand corner and choose "Set Up."
  • Find the name of your saved search on the left part of the popup box. Click or drag your saved search to the right. 
  • Click save.


Hover the three dots in the right hand corner of the portlet and choose "Set Up." Find the name of your saved search on the left part of the popup box. Click and drag your saved search to the right. Click Save.


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