Diary Check tool
The Diary Check tool will display a list of all the current Diary Tasks associated with the logged-in user. The list of tasks displayed when you log on depends on a saved search.
Set up Diary Check
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Open the Diary - Identification window (not one of the other files' Diary windows).
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Click Advanced on the toolbar.
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In the list of Search Fields, select Person Responsible and click Next.
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In Search For, enter the person's name and click Next.
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Select AND and click Next.
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In the list of Search Fields, select State and click Next.
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In Search For, enter DUE and click Next.
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Under Search Results, click Save.
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Save the search in Portfolio with the name username.LOGON where username is the name of the user.
It doesn't matter if your search has no results as it will be run every time you log in or do a Diary Check. It will pick up any later records that fulfill the search criteria.
Run Diary Check
Go to the Tools menu, then User Tools, then click Diary Check.
Set up Diary Check to run when you log in
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Go to the Tools menu, then User Tools, then click User Preferences.
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Go to the Settings tab.
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Untick Disable Diary Checking Automatically when Logon.
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Click OK.
