Manage reminders
Keep a timed prompt for an upcoming action.
Menus and actions depend on your company's settings and your access. If something is missing, ask your company administrator.
Before you begin #
Notification delivery depends on the applicable channel and permissions.
Step by step #
- Open Reminders or the relevant record’s reminder action.
- Set the intended time and description.
- Save and check the reminder list.
- Update or dismiss it using the available actions after the work is done.
Understand the fields #
- Time: check session timezone.
- Context: identifies what the reminder is for.
- Notification: a prompt, not completion of the business task.
Check the result #
Check that the reminder is saved with the right date/time.
If something goes wrong #
If no notification arrives, first verify the saved reminder and device notification access; ask the administrator to review channel configuration when needed.
On mobile #
Open the same module from the app menu. Use the record card or its actions menu. Scroll through the form before saving so that required fields and validation messages are not missed. Your permissions still apply.