Create a reminder

A Reminder is a task at one date and time, such as calling a client or ordering material. An Event reserves a period of time for scheduled work.

Add a reminder

1. Open the event creation form from Schedule or Create → Event.
2. Switch from Event to Reminder before saving.
3. Enter the task and choose its date and time.
4. Connect a project or client if you want that context, and choose Repeat for a recurring task.
5. Save the reminder.

Reminders notify their creator by email at the selected time. They do not use the client and crew notification options of an event. Connecting a teammate or client does not make it a shared reminder message.

Complete it

Use the checkbox on the reminder in the calendar, its details, or upcoming work. A completed reminder will not send its reminder email. Open the reminder’s edit action if you need to change its time instead.

You choose Event or Reminder when creating the item; the type cannot be switched while editing it. Create the correct type if you need a different kind of calendar item.