Add a reminder type
You add a type such as Site visit, so your team picks it when setting a reminder. Use it when follow-up, to-do and meeting do not cover what your team does.
Which plans have this: On every plan, including Free. Owners and admins change reminder types. Setting reminders needs Essentials or Intelligence.
Steps
- 01
In Settings, open Reminder Types.
- 02
Type a name in Type name… under Add Type.
- 03
Answer Is this something you attend at a set time?
Yes has a duration, and closes as Done, No-show or Cancelled. No is a task with quick times 1 hr, Tomorrow 10am, In 3 days and In 7 days, and closes as Done or Cancelled.
- 04
Click Add Type.
Reload WhatsApp Web to see it there.
- 05
The pencil renames, the arrows reorder, and the archive icon stops offering a type.
Questions, answered
How do I add a reminder type like Site visit?
In Settings, open Reminder Types, type a name under Add Type and answer Is this something you attend at a set time? Yes gives a duration with Done, No-show or Cancelled; No is a task with quick times (1 hr, Tomorrow 10am, In 3 days, In 7 days) and closes as Done or Cancelled. Click Add Type and reload WhatsApp Web to see it there. The pencil renames, the arrows reorder, and the archive icon stops offering a type. Owners and admins change reminder types on every plan; setting reminders needs Essentials or Intelligence.
If I rename a reminder type, what happens to reminders already saved?
Nothing changes for them. Saved reminders are linked by the type's key, which never changes.
What does archiving a reminder type do?
It stops the type being offered. It does not delete reminders already made with it.
Are reminder types on the Free plan?
Yes. Owners and admins can set up reminder types on every plan, including Free. Setting reminders needs Essentials or Intelligence.