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Version 1.0
Created: 7 June 2024
Updated: 7 June 2024

How to Edit Reminder Template?

  1. For example, if you wish to edit the reminder template for Project. At the desktop site’s navigation bar, go to Template Settings > Reminder Templates.
    Edit Reminder Templates Here: https://system.caction.com/reminder/templatev2

    Reminder Templates Sidebar

  2. Click on the expand icon for the category.

    Expand Button For Reminder

  3. Select one of the dropdown options based on Reminder level.

    Select Project For Reminder

  4. Click on the reminder that you wish to edit.

    Select Reminder to Edit

  5. Enter the new details for the reminder.

    New_Reminder_Details

  6. For example, click on the expand button of “Time Type” and click “Day”.

    Difference between Message Title and Message Condition

    Message Title Message Content
    Headline of Reminder in Notification/Email Subject. Content of the Reminder.


    Terms Meaning
    Condition Specifies the trigger for the reminder.
    Duration Represents a numeric value associated with the time type.
    Time Type Specifies the unit of time for the numeric value entered in the second column.
    Execution Indicates whether the reminder is to be executed before or after the specified.

    *Note: Do not change the Reminder Type unless instructed to.

    Change Reminder to Day

  7. Click on the “Save” button.

    Save Reminder Button

  8. Choose which reminders you wish to change and click the “Save” button. In this example, “Future reminders” only is chosen.

    Update Existing Reminder




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