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Mark Rockwell, Rockton Software

How to Use Microsoft Dynamics GP Reminders to Help you Remember Your Tasks


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Dynamics GP TIps and Tricks

 

When you have a busy day ahead and you have a critical task that needs to be completed, you can use Microsoft Dynamics GP Reminders to help you remember when to do these types of tasks.  This is especially useful when you spend your day in Microsoft Dynamics GP, and not in your email software.  To help keep you on track and have a successful day, use Reminders.

To set up a reminder in Microsoft Dynamics GP, follow these steps:

Click Microsoft Dynamics GP | Reminders.

Tasks in Dynamics GP

Click New Task

Create a new task, enter a Due Date, assign the Task to a specific User ID, and if appropriate, link it to Microsoft Dynamics GP window, Web Page, or External program or file.

Microsoft Dynamics GP Tasks

 

Then click Save.

I now have a Reminder setup to check for new Audit records.  When I log into GP on the due date, the Reminders window will appear with my Task.

 

Dynamics GP Tips

 

If I double-click the task, it will open the Task:

 

Next, I can click on Name as circled above because this particular task is linked to a GP window.  In my example, when I click Name, it opens SmartList.

Tips and Tricks

 

Once the Task is completed, change the Status from Pending to Completed.

 

About Rockton Software

Work Simpler & Easier® isn’t just a catchy motto. It’s a lifestyle.

Rockton Software, a Microsoft Dynamics Partner, is an Independent Solutions Vendor (ISV) based in the United States. The company started in 1999 by offering custom development for clients using Microsoft Dynamics GP accounting software. Today, Rockton Software is a creative company with add-on products for Dynamics GP as well as custom development. The Dynamics GP product suite consists of: SmartFill, Dynamics GP Toolbox, Auditor, Dynamics Report Manager, Omni Price, and our newest addition to the Rockton product family, Rockton Pricing Management.

Rockton Software is a virtual company with employees in seven states and its headquarters in Erie, Colorado. Serving over 55,000 users worldwide, Rockton Software supports innovation by offering Microsoft Dynamics add-ons for all industries. Whether you’re in need of auditing, pricing, searching, reporting, or general user enhancements, we’ve got the solution for you!

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