Assigning reminder tasks to profiles

Often there are a variety of tasks that need to be completed for documents, extracts and facts. For example:

  • A document, extract or fact has raised questions which other players need to resolve.
  • A specific team member is required to review or complete fields in new document profiles., for example, linking new profiles to relevant issues, topics, or players.
  • A document scanned from a poor copy may need to be re-scanned from an original.

To help you keep track of such tasks, for hundreds or thousands of documents, extracts and facts, you can set prioritized Reminders to profiles and assign them to individuals. Profiles with Reminders are listed in a variety of special views that group them by task, player, priority, document type, etc., as shown below. You can also simply enter reminder notes without assigning them and they will appear under the category "Unassigned reminder notes" in the "Reminders" views.