# Activity Reminders

> Schedule personal email and in-app reminders for tasks, calls, and meetings.

Activity Reminders notify the signed-in user at a chosen time before a Task, Call, or Meeting. Each activity can have up to four reminders.

Reminders are configured on the activity itself and can use Email, In-App, or both channels.

## Reminder timing

Timing depends on the activity type.

### Meetings

Meeting reminders are relative to the meeting start:

- 5, 10, 15, or 30 minutes before
- 1 or 2 hours before
- 1 day before

The meeting must have a start time.

### Tasks and calls

Task and call reminders can use:

- The due date at a selected time
- A number of days before the due date at a selected time
- A custom date and time

A Task needs a due date before the reminder section appears. Calls use their scheduled date or due date as the reminder anchor.

Reminder times use the workspace timezone when Workstation calculates the delivery time.

## Adding a reminder

1. Create or edit a Task, Call, or Meeting.
2. Find **Reminders** near the end of the form.
3. Select **Add Reminder**.
4. Choose the timing.
5. Choose Email, In-App, or Email & In-App.
6. Repeat for up to four reminders.
7. Save the activity.

Edit the activity again to change or remove future reminders. Saving the edited activity replaces its previous reminder configuration.

## Viewing all reminders

Open **Activities** and select **Reminders** in the page actions. This replaces the activity list with a paginated reminder panel.

The panel provides:

- **Upcoming** for unsent future reminders
- **History** for reminders already sent
- **All** for both

Each row shows the activity, reminder timing, channel, scheduled delivery time, and Pending, Overdue, or Sent state. Select a row to open the related activity.

## Delivery channels

| Channel | Result |
|---|---|
| In-App | Creates an alert in the notification bell |
| Email | Sends a reminder to the user's account email |
| Email & In-App | Delivers both |

The reminder worker checks for due reminders every minute. A reminder is marked sent after processing so it is not delivered repeatedly.

Email delivery requires a working platform email configuration. In-app delivery remains available independently of the user's mailbox or calendar connection.

## Reminders versus automatic alerts

Configured reminders are not the same as the system's Activity alerts:

| Configured reminder | Automatic Activity alert |
|---|---|
| Added manually to an activity | Generated from the activity due date |
| Uses the selected reminder time | Due Soon is within one hour; Overdue is after the due time |
| Sent to the user who owns the reminder | Sent to the activity owner |
| Email, In-App, or both | Follows notification-template and user channel settings |

The automatic due-date check runs every five minutes for pending activities. It sends each Due Soon or Overdue event once and ignores activities that became overdue more than seven days ago.

See [Notifications](https://workstation.repzo.com/docs/administration/notifications) for organization templates and personal event preferences.

## Appointment and meeting-link reminders

Two other features remind customers, not team members. Neither appears in the Activity Reminders panel.

- [Online Booking](https://workstation.repzo.com/docs/engagement/online-booking) emails clients before eligible online bookings, using the lead time configured on the booking portal.
- [Meeting Links](https://workstation.repzo.com/docs/sales/meeting-links) emails the guest before a booked meeting, using the **Reminder before** setting on the link.

## Related documentation

- [Activities](https://workstation.repzo.com/docs/engagement/activities)
- [Tasks](https://workstation.repzo.com/docs/engagement/tasks)
- [Activity Calendar](https://workstation.repzo.com/docs/engagement/calendar)
- [Online Booking](https://workstation.repzo.com/docs/engagement/online-booking)
- [Meeting Links](https://workstation.repzo.com/docs/sales/meeting-links)
- [Notifications](https://workstation.repzo.com/docs/administration/notifications)