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Once you have installed the bundle. The next step is for users to put the portlet on their dashboard. To do this, each user must follow the steps below:
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On your dashboard, click on the “Personalize” dropdown in the top right:
2. In the Standard Content section of the Personalize dropdown, please look for the Custom Portlet icon, then drag and drop it onto the dashboard where you want it:
3. You will then have a portlet like the once marked in green below on your dashboard. It may be empty like this one. Or it may have pre-loaded with some other portlet in your account.
Whichever way it loaded, the next step is to hover over the portlet and go to the top right corner of the portlet and hover over the 3 dots
A “Set Up” button will appear. Click on that.
4. This will open a pop-up with a field called “Source.”
Click on this field and look for [REED] Reminders+ and select that value. It should be down the bottom.
5. Click Save.
Congratulations! Your portlet will now load on your dashboard. It may take up to 10 seconds to fully load the portlet.
If it looks like it is taking longer than 10 seconds, click on the portlet to make sure it is not collapsed as the green ones are below:
When you have done this, click on the “Next” button below at the bottom of the article to go to the next article in the series and keep learning about the product.