Following along in MyCase is recommended as you read the article.
Overview
MyCase lets you add reminders to events in the form of Email Reminders and/or Pop-Ups.
Adding Reminders to New Calendar Events
In the Add Event window, click on Add A Reminder.
After clicking the Add reminder button in the Event modal, you have the ability to select the relevant user-type from a dropdown.
For example, if you were to select “Attorneys”, the reminder would be sent to all individuals with user-type “Attorney” who are associated with the designated case and with whom the event is shared.
If you belong to the user-type group as the Event creator, you will also receive the reminder.
In addition, when setting up your reminder choose the delivery method (email or popup), enter a number, then specify the unit (minutes, hours, days, weeks).
You can add multiple reminders to an event. Keep clicking on Add A Reminder until everything is setup the way you want.
Please Note: If a user has default reminder settings established, they will receive the reminder at both the time designated by the reminder creator and at the time set forth in their default settings.
Adding/Editing Reminders on Existing Calendar Events
You can always go back to existing calendar events and add/edit reminders for it. To do so, click on the calendar event and select the "Edit Reminders" option on the bottom-left of the event window.
Currently, assigning staff reminders is not supported in the mobile application, however, this will be developed shortly.
Additionally, users on the Basic tier may only set reminders for themselves. If Basic users would like the ability to set calendar reminders for other firm members, please reach out to [email protected] for assistance in upgrading to our Pro or Advanced tier.
Learn more related to reminders: How do I setup default calendar reminders?