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Set a follow-up reminder

To set a follow-up reminder, open Assignments, select the conversations, open Actions, tick the reminder box and pick a date with the calendar. Click Remind Me on and confirm. XgenPlus reminds you on that date. You cannot choose a date or time that has already passed.

For: Assignment agent, Assignment userWebTime-saving

How to set a follow-up reminder

  1. Open Assignments from your profile menu and select the conversations.
  2. Open Actions and tick the reminder box.
  3. Pick a date with the calendar.
  4. Click Remind Me on.
  5. Confirm Do you want to set reminder on the selected conversation?

When to use it

Meera is waiting for a customer to send a pending document. She selects the conversation, sets a reminder for three days later and gets reminded on that day to follow up.

Good to know

  • You can set the reminder on several conversations at once.
  • In a reply, the same option appears as I need to followup this task again on.
  • A date or time in the past is rejected.
Was this page helpful? Updated 2026-10-28