You can set up reminders to automatically be created after the completion of a cert. This option will set reminders for particular certs for specific users to inform them about renewals, maintenance and other helpful dates related to the cert.
This can be configured in your settings. Go to Edit > Settings and select the ‘Certificate’ tab. Here, you can select the certificate you wish to add reminders for on the left-hand side.
Then, select the ‘Reminders’ tab and choose ‘Auto Create’ from the ‘Reminder’ drop-down menu.
Edit the due date settings to suit when you want the reminders to appear. You can set the reminder to activate a number of days before the due date to make your users aware.
Finally, select the type of reminder from the drop-down.
If you wish to apply the same reminder settings to multiple certs, select 'Apply To Other Certs', choose the cert(s) from the list and click 'Okay'. You can select multiple certs from this list at a time by holding down the shift or CTRL buttons.
Once you are happy with the chosen settings, click ‘Okay’.
Published: July 2019
Updated: November 2020