Activity Reminders

Activity Reminders help you stay on top of your schedule by sending notifications before meetings, tasks, and calls are due.

Overview

Reminders can be configured for any activity that has a scheduled time or due date. You can set up to 4 reminders per activity, and choose to receive notifications via email, in-app alerts, or both.

Related Modules:

• Activities - All activity management
• Tasks - Task-specific reminders
• Calendar - Meeting schedule
• Settings - Default reminder preferences

How Reminders Work

Reminder Timing

Reminders work differently based on the activity type:

Meetings (Relative Timing)

For meetings, reminders are set relative to the meeting start time:

Option	Description
5 minutes before	Quick heads-up
10 minutes before	Short notice
15 minutes before	Standard reminder
30 minutes before	Preparation time
1 hour before	Early notice
2 hours before	Advance warning
1 day before	Day-ahead reminder

Tasks and Calls (Absolute Timing)

For tasks and calls, reminders are set for a specific date and time:

Setting	Description
Days before	0-7 days before due date
Time of day	Specific hour (e.g., 9:00 AM)

Example: A reminder set for “2 days before at 9:00 AM” will trigger at 9 AM, two days before the task is due.

Notification Channels

Choose how you want to receive reminders:

Channel	Description
Email	Sent to your account email address
In-App	Appears in the notification bell
Both	Receive both email and in-app alerts

Email Notifications

Email reminders are sent using your organization’s configured email provider. They include:

• Activity subject
• Due date/time
• Link to view the activity
• Quick action buttons

In-App Notifications

In-app reminders appear in the notification bell in the header:

• Red badge shows unread count
• Click the bell to see recent notifications
• Mark notifications as read
• Dismiss notifications you’ve acknowledged

See Notification Bell for more details.

Setting Up Reminders

When Creating an Activity

1. Create a new activity (meeting, task, or call)
2. Scroll to the Reminders section
3. Click Add Reminder
4. Configure timing and notification type
5. Add up to 4 reminders
6. Save the activity

On Existing Activities

1. Open the activity details
2. Click Edit
3. Scroll to the Reminders section
4. Add, modify, or remove reminders
5. Save changes

Default Reminder Preferences

Set your preferred reminder defaults in Settings:

1. Go to Settings > Notifications
2. Configure default reminders for:
   • Meetings - e.g., 15 minutes and 1 hour before
   • Tasks - e.g., same day at 9:00 AM
   • Calls - e.g., 30 minutes before
3. Set preferred notification channel
4. Save preferences

New activities will automatically use your default reminders.

Notification Bell

The notification bell in the header provides quick access to all your alerts.

Features

• Badge count - Shows number of unread notifications
• Dropdown panel - Click to see recent notifications
• Type icons - Different icons for meetings, tasks, calls
• Mark as read - Click to acknowledge a notification
• Mark all as read - Clear all unread notifications
• Dismiss - Remove a notification from the list

Notification Types

Icon	Type	Description
Video	Meeting	Upcoming meeting reminder
Checkbox	Task	Task due reminder
Phone	Call	Scheduled call reminder
Mail	Email	Email follow-up reminder

Managing Reminders

Removing a Reminder

1. Edit the activity
2. Find the reminder in the Reminders section
3. Click the X or delete button next to it
4. Save the activity

Clearing Sent Notifications

Once a reminder is sent, it cannot be unsent. However, you can:

• Dismiss the in-app notification
• Delete the email
• Remove future reminders from the activity

Best Practices

1. Set multiple reminders - Use 1 day before + 15 minutes before for important meetings
2. Use both channels - Email for backup, in-app for real-time awareness
3. Configure defaults - Set up preferences to save time on new activities
4. Check the bell regularly - Don’t let notifications pile up
5. Adjust for time zones - Be mindful of timing for remote meetings

Troubleshooting

Not Receiving Email Reminders?

• Check your spam/junk folder
• Verify your email address in Settings
• Ensure your organization has an email connector configured
• Contact your admin if emails aren’t being sent

Not Seeing In-App Notifications?

• Refresh the page
• Check if notifications are enabled in Settings
• Look for the notification bell in the header
• Clear browser cache if issues persist

---

See Also:

• Activities - Activity management
• Calendar - Meeting schedule
• Settings - Notification preferences
• Tasks - Task reminders