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Assigning reminders to registers & external parties

Tasks & RemindersFor adminsVerified 21 Sep 20261 min

Assigning to a register item

Link the reminder to a record — such as an asset or employee — so it appears alongside that record's history when it's due.

Assigning to an external party

Choose an external party (e.g. a contractor or supplier) as the assignee. They'll receive the reminder via a public link rather than needing a full Teammate account.

Walkthrough video

Every step above, performed once in a demo organisation.

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