4 Replies Latest reply on Jul 31, 2017 5:13 AM by Helen Chen

    Creating a tickler system in Jive

    kgladstone

      We are looking to create a tickler system using Jive for the purpose of contract review.  Since our contracts have variable renewal dates, a tickler reminding the administrator that they have a contract/agreement/proposal to work on any given day is necessary.

       

      The project manager for this wants to use tags.  Their suggestion is to enter the date the administrator wants to see it again in the document’s tags.   Every day of the year the first thing the administrator does is enter the current date in search for that group’s content by tags and the list of contracts/agreement/proposals to work for that day appears!  Once they have the list created the can add "Action Needed" and then that places it in their action items.

       

      Can anyone share their best practices?  Have you created anything like this?