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Creating a reminder

Tasks & RemindersAll usersVerified 21 Sep 20261 min

Creating a reminder

  1. Go to Reminders and select New Reminder.
  2. Enter a title, due date, and who it's for.
  3. Choose whether it repeats, and if so, how often.
  4. Optionally link it to a form that should be completed when it's due.
  5. Save.

Reminders appear in the reminder register and notify the assigned person as the due date approaches.

Walkthrough video

Every step above, performed once in a demo organisation.

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