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Task Reminder

Overview​

The Reminder feature allows users to create reminders for important events, tasks, and subtasks.

Reminders help users stay informed about upcoming deadlines and scheduled activities.

Users can create reminders for:

  • Standalone events
  • Existing tasks and subtasks

Where You Can Create a Reminder​

Reminders can be created from two locations:

Option 1: From the Left Sidebar​

  1. Click the Reminder icon in the left menu bar.
  2. The Reminder editor will open.

Option 2: From My Reminders​

  1. Navigate to My Reminders from the left sidebar.
  2. Click + Add.
  3. The Reminder editor will open.

Reminder Editor​

When the Reminder editor opens:

  • A default reminder icon is selected.
  • You can change the icon by clicking the pencil icon.
  • You must select a Type:
    • Event
    • Tasks/Subtasks

Create an Event Reminder

Select Event when the reminder is not linked to any task or subtask.

Steps​

  1. Under Type, select Event.
  2. Enter the Title.
  3. (Optional) Add a Description.
  4. Select the Date.
  5. Select the Time:
    1. Enter a custom time manually, or
    2. Choose from preset time options:
      1. 11:00 AM
      2. 01:00 PM
      3. 06:00 PM
      4. 09:00 PM
  6. Click Create.

The reminder will be listed under My Reminders.

Create a Task or Subtask Reminder

Select Tasks/Subtasks when the reminder is linked to existing tasks.

Steps​

  1. Under Type, select Tasks/Subtasks.
  2. The Title field converts into a searchable task selector.
  3. You can:
    1. Search for a task or subtask by typing,
    2. Scroll and select from the list,
    3. Select multiple tasks or subtasks.
  4. (Optional) Add a Description.
  5. Select the Date option:
    1. On due date
    2. Before due date
    3. After due date
    4. Custom date
  6. Select the Time:
    1. Enter a custom time manually, or
    2. Choose from preset time options:
      1. 11:00 AM
      2. 01:00 PM
      3. 06:00 PM
      4. 09:00 PM
  7. Click Create.

The reminder will be associated with the selected task(s) or subtask(s).

Viewing Reminders​

All created reminders are displayed in My Reminders.

If no reminders are created, the empty state screen will be displayed.