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Planview Customer Success Center

Removed My Reminders

Question
How to add My Reminders to the portal after removing it?
 


 

Answer
To add “My Reminders” to a portlet, see steps below:

1. Click the Preferences toolbar icon, the Preferences view displays.

2. Expand the Portal section.

The list of portlets that you have access to displays. You cannot clear or change the settings for mandatory portlets.

3. From the Edit/Copy from template field , select the template (for which My Reminders is missing)

4. Under “Select the portlets to be included in the portal” check My Reminders.

5. Click Actions, Save Person Portal

6. Click the home icon and My Reminders will show once again