Archive for the ‘SharePoint Reminder’ Category

5 Things you never knew you couldn’t do with SharePoint Alerts

Date:July 19th, 2010 Author:Clare Tags: , , ,
Category: General, SharePoint Alert, SharePoint Ideas, SharePoint Reminder Comments:1 ;

We often hear that communication is key to the success of any enterprise or organization. Making people aware of “what’s going on” is an essential.  So for a collaboration platform like SharePoint tools for telling people what’s happening are a central part of the setup.

SharePoint has it’s built in “Alert Me” feature.  New users seeing this often expect it to deliver functionality similar to that which comes as standard in MS Outlook.  But that isn’t what SharePoint Alerts do.  They tell you when something is added or changed.  This is great for document or content management, but not so good for managing calendars or tasks or projects – when you might prefer to be alerted when something is about to happen, or is overdue – or you might actually want to alert someone else, not yourself.

So here’s a little look at some of the things you might expect to be able to do with SharePoint Alerts but can’t.  And some suggestions as to how you might get round these shortcomings.

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SharePoint List Superpowers

Date:July 9th, 2010 Author:Clare Category: General, SharePoint Ideas, SharePoint Planner, SharePoint Reminder Comments:5 ;

Now we all know that SharePoint Lists are pretty amazing things: easy to use, searchable, customizable… Where would we be without them?

But did you know that each list type comes with its own special “Superpower”?

If you understand the different superpowers of each list type it makes choosing which list to use on any given occasion much easier.

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SharePoint Reminder Webpart – version 1.7.8 now available

Date:June 14th, 2010 Author:Clare Tags: , , ,
Category: General, SharePoint Reminder, SharePoint webparts Comments:0 ;

How annoying is it when you get reminded about something you have already done?  A little email saying:

“Can you please submit your expenses claim form by 12.00 noon today”

is just sooo annoying when actually you have been a good girl and done your expenses yesterday.

We get lots of support calls from SharePoint Reminder webpart users who have annoyed their team members in just this way – by sending our Reminder emails for tasks that have already been completed.

This is easy enough to do.  Reminder will look at the whole of a list unless you tell it to do something else.  So if you ask Reminder to send out an email for everyone who is tasked to complete their expenses claim form by 12.00 today that is exactly what it will do, regardless of whether the status of that task is “Active” or “Completed”.

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And the Winner Is . . . !

Date:March 10th, 2010 Author:Clare Tags: , ,
Category: General, SharePoint Reminder, SharePoint webparts Comments:0 ;
red carpet

No, it’s not more about the Oscars, it’s our Case Study Competition – just as important to us, but maybe Jeff Bridges wouldn’t share our view.

Random aside: Did you know that this is (allegedly) the first year in over 20 years that award presenters at the Oscar’s have used the phrase “and the winner is”?  “And the winner is” was banned at the 60th Oscars, for fear of offending the “non-winners” (didn’t they used to be called losers??).  Presenters have been saying “and the Oscar goes to . . .” ever since; until this year, when, presumably due to popular demand, the traditional phrase is back in place.

Anyway, enough of all this.  Our winner is Adam Venn of Bridges Engineering in Bath, England.  Adam wins something far more useful than a little gold-plate statue.  He gets a swanky new Flip video camera, which he tells us will come in very handy for filming the first baby that he and his wife and expecting any time now.

So thank you to Adam. Bridges have been using Reminder since 2007 and Adam has sent some really interesting information on how they use it.  As we expected they are doing things over there that we never even thought of.  We will be publishing a full case study in a couple of weeks.

Thanks also to everyone else who sent in case studies. We will be publishing them all over the next few months.  If you have a case study that you would like to share with us it’s not too late, just email me clare.stone@pentalogic.net with brief details and I will get in touch to get the full story from you.  There are no prizes in it now – but we would still love to hear from you.

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Case Study – Bowerman and Brooke Choose Pentalogic SharePoint Reminder for Job Tracking System

Date:March 8th, 2010 Author:Clare Tags: ,
Category: General, SharePoint Reminder, SharePoint webparts Comments:0 ;

So here we are on track with at least one of our SharePoint 2010 New Year’s Resolutions – and its only March!

We wanted to get some more insight into how people use our products out there in the real world, and so we asked you to send in case studies.  In fact we launched a little competition to encourage you – winner to be announced in the next blog post.

We have been delighted with the response, and here is the first in what we hope will be a long running series.

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Tell Us Your SharePont Story and Win a Flip Video

Date:February 16th, 2010 Author:Clare Tags: , , ,
Category: General, PivotPoint Web Part, SharePoint Planner, SharePoint Reminder, SharePoint webparts Comments:0 ;

One of our New Years Resolutions for 2010 was to: “find out how people really use our stuff”.

We really want to understand how people use our Planner, Reminder and Pivot Point in the real world.  We know we have clients from a huge range of industry sectors, so it will be great to see how our software helps with the special challenges of your area. And we know that some of you use 2 or 3 of our products together: we would love to know what you are doing there.

So this year we want to find out how you use our products in your SharePoint environment. If we know how you use them it will help us to improve them!

Just send us a quick email telling us a bit about your business and how you use our products and we will enter you into our free prize draw for the chance to win a funky Flip video camera.

We would really appreciate your help on this one, so if you have a minute free please send us a quick email.

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Terms and Conditions

  1. You must be a user of Pentalogic Technology Software in order to enter (free trial users are welcome to enter.)
  2. Entries must be sent to clare.stone@pentalogic.net with the subject line “Case Study”
  3. The draw will take place at 12 noon GMT on Monday 1st March, you entry must be submitted by 12 noon GMT Sunday 28th February to qualify.
  4. All entrants agree to take a 30 minute phone call from Pentalogic Technology, to clarify details of your case study.
  5. All entrants agree to their case study being published by Pentalogic Technology, on line or in print.

New Setup Diagnostics Tool for Pentalogic Reminder

Date:December 1st, 2009 Author:Clare Tags: , , ,
Category: General, SharePoint Reminder, SharePoint webparts Comments:0 ;

Customers tell us that because of the flexibility of Reminder, and the huge number of different ways in which a SharePoint installation can be set up: getting Reminder correctly set up and configured for the first time can be a bit of a challenge.

To help with this, in Reminder v1.7 we have added a Setup Diagnostic Wizard that will check for many of the common set up and configuration problems for you and suggest possible configuration changes to fix them.

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New SharePoint Reminder v1.7 now with Rich Text Editor

Date:November 18th, 2009 Author:Clare Tags: , , ,
Category: SharePoint Reminder, SharePoint webparts Comments:1 ;

With the huge volume of messages landing in your users in-boxes every day how do you make your important SharePoint Alerts and Reminders stand out?

Easy with the new Rich Text Editor in v1.7 of SharePoint Reminder Webpart.

The Editor uses the SharePoint’s intuitive WYSIWYG interface, which will be easy for any user of Microsoft products to pick up.

It allows you to add Rich Text formatting including font sizing, text effects, color and tables to Reminder alert emails – helping you to get the message across!

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Tip – Sending an SharePoint email Alert when a Task is completed

Date:October 16th, 2009 Author:Ryan Tags: , , , ,
Category: Filter, SharePoint Alert, SharePoint Reminder, SharePoint webparts Comments:0 ;

Victor from New York asked

Is there a way to configure a Reminder webpart to send an email when task item status in the task list is set to “completed”?

Sure there is!

In this case the trick is to use a SharePoint Views to filter out the tasks you are interested in.

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Tip – don’t send SharePoint email alerts for old items.

Date:October 16th, 2009 Author:Ryan Tags: , , ,
Category: Filter, SharePoint Alert, SharePoint Reminder, SharePoint webparts Comments:0 ;

There are some scenarios where you could setup Reminder to generate emails alerts in a simple workflow scenario such as such as when a Task is completed,  a helpdesk ticket is closed, a company announcement is made, a vacation request or expenses claim is approved and so on.

When you first set up this kind of reminder, an email alert for any records already in this state (e.g. completed tasks) will also be sent and some of these could be quite old, so you could end up sending quite a lot of “old” reminder emails.

If you want to avoid sending emails for these old records you have 2 options:


  • Use the Redirect Emails function to redirect the emails to yourself the first time its ran, delete these and then remove the redirect

This also gives you the opportunity to double check that everything is setup correctly.

  • Use a view to filter out old records

For example you could filter to show only records with an ID > a recent ID.

Or you could add filter to show only records Created after a certain date.

Tip – All records in SharePoint have an ID and its sequential and automatically generated. To find the id you can show the ID column in your view or see the ID in the URL in your browser address bar.