Sending a Work Flow Reminder

The work flow process of a task/action must be In Progress before you have the ability to send a participant a work flow reminder.

1. From any IntelliDealer screen, move the cursor over Quick Links and select Task Tracker from the pop-up menu.

   
   

   Financial Management Quick Links screen

2. The Task Tracker screen will appear.

   
   

   Task Tracker screen

3. On the Task Tracker screen, fill out the appropriate fields and click the Go >> link.
   The Task Tracker screen will refresh listing the generated search results.

   
   
   

   Task Tracker screen

4. Click on an ID/Priority.
   The Task/Action tab will appear.

   
   
   

   Task/Action tab

5. On the Task/Action tab, click on the Send Reminder button.
   The Additional Comments - Reminder screen will appear.

   
   

   Additional Comments screen

6. On the Additional Comments - Reminder screen enter a reminder comment.

   
   

   Additional Comments - Reminder screen

7. Click on the Send button to send the reminder to the participant who currently has the work unit.