Reminders
Personal follow-ups and to-dos, with in-app, push and email nudges.
Reminders are personal follow-ups and to-dos with real nudges attached — in-app, push and email. They are the lightweight counterpart to Tasks: a task is work the team tracks, a reminder is something you must not forget.
In this guide
- Getting to the page
- Smart lists
- Custom lists
- Creating a reminder
- Priority, flags and repeats
- Visibility: personal, shared, everyone
- Grouping, sorting and views
- Notifications
- Troubleshooting
1. Getting to the page
Reminders sits in the top section of the navigation, at /client/reminders.
The header reads Reminders — "Personal follow-ups and to-dos, with in-app, push, and email nudges" — with a New Reminder button.
2. Smart lists
Six built-in lists, always present:
| List | Shows |
|---|---|
| All | Everything not completed. |
| Today | Due today, plus anything overdue. |
| Scheduled | Everything with a future due date. |
| Flagged | Reminders you have flagged. |
| Shared | Reminders shared with you or by you. |
| Completed | Everything ticked off. |
3. Custom lists
Create your own lists to group reminders — one per client, one per project, one per week. Lists can be renamed and deleted; deleting a list does not delete its reminders.
4. Creating a reminder
Click New reminder and give it:
- A title — what to do.
- Notes — optional detail.
- A due date and time — optional. A reminder with no date lands in No Date.
- A priority — none, low, medium or high.
- A list.
- A repeat rule — optional.
- Visibility — see below.
5. Priority, flags and repeats
Priority is none / low / medium / high, and can be sorted on.
Flag marks a reminder as needing attention regardless of its date. Flagged reminders get their own smart list.
Repeat — none, daily, weekly, monthly or yearly. A repeating reminder regenerates when completed, so the next one is created only once the current one is done.
6. Visibility
Three levels, and the difference matters:
| Visibility | Who sees it |
|---|---|
| Personal | Only you. |
| Shared | Only the specific people you pick. |
| Everyone | Everyone in the portal. |
The picker states the rule in plain words beneath it, so nobody shares a private note by accident.
7. Grouping, sorting and views
Two views:
- List — a flat list.
- Grouped — grouped into Overdue · Today · Tomorrow · This Week · Later · No Date.
Sort by due date (earliest or latest), priority, newest, oldest or alphabetically. Filter by status (all / active / completed / flagged / overdue) and by priority.
8. Notifications
A reminder falling due raises a notification through whichever channels you have enabled: in-app, browser or mobile push, and email. Configure the channels in Settings → Notifications.
Push requires the browser or device to have been set up once — the portal prompts you.
9. Troubleshooting
| Symptom | Cause | Fix |
|---|---|---|
| No notification arrived | The channel is off, or push was never enabled on this device | Settings → Notifications |
| A repeating reminder didn't regenerate | It has not been completed yet | Repeats regenerate on completion |
| A shared reminder isn't visible to a colleague | It is set to Personal, or they were not selected | Reopen it and check visibility |
| Overdue items aren't in Today | They are — Today includes overdue | Check the group headers in Grouped view |