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Workspace setup · Guide · 1 min read · Dashboard

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.

Owners and admins change reminder types.

Video coming soon

Steps

  1. 1

    In Settings, open Reminder Types.

  2. 2

    Type a name in Type name… under Add Type.

  3. 3

    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.

  4. 4

    Click Add Type.

    Reload WhatsApp Web to see it there.

  5. 5

    The pencil renames, the arrows reorder, and the archive icon stops offering a type.

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Questions

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.

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.

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