Add Task and Reminder

Tasks and Reminders are used as memorandum to help maintain contact with agencies and donors. When you log into Primarius, any uncompleted reminders dated on or before the current date are automatically displayed.

System Element Select who or what the reminder/task is for.

Related Record Select any related records.

Due Date Select the date for the task/reminder.

Subject * Enter a subject line.

Description Complete a description for the task/reminder.

* Mandatory Field