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Setting up reminder types

Tasks & RemindersFor adminsVerified 26 Sep 20261 min

Why set up reminder types

Reminder types let you standardise common recurring reminders (e.g. equipment servicing, licence renewals) so they're created consistently.

Setting one up

  1. Go to Reminder Setup and select New Reminder Type.
  2. Name it and set the default frequency and linked form, if any.
  3. Save — the type is now available whenever someone creates a new reminder.

Walkthrough video

Every step above, performed once in a demo organisation.

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