Work your reminders on the dashboard
You see every reminder across the team and close them from one place. Use it to check what is late, and to clear what is done.
Which plans have this: On Essentials and Intelligence.
Steps
- 01
Click Reminders near the top of the sidebar.
The Reminders bell at the foot of the sidebar shows a red count of what is due or late.
- 02
Click a type tab, such as All or Follow-up, to see only those.
- 03
Overdue comes first, then Today, then Upcoming.
- 04
Click a reminder to open its lead, then choose Mark…: Done or Cancelled, or No-show for a meeting.
Other ways to do this
- Set a reminder (WhatsApp Web)
- Close and reopen reminders (WhatsApp Web)
- Catch up from the notifications bell (WhatsApp Web)
- Get reminders on your phone (Android app)
- Use Syncdo on your iPhone (iPhone web app)
Questions, answered
Where do I see all reminders on the dashboard?
Click Reminders near the top of the sidebar; the Reminders bell at the foot of the sidebar shows a red count of what is due or late. Click a type tab, such as All or Follow-up, to see only those; Overdue comes first, then Today, then Upcoming. Click a reminder to open its lead, then choose Mark…: Done or Cancelled, or No-show for a meeting. Reminders are on Essentials and Intelligence.
What happens to someone's reminders when they leave the team?
When the owner removes a member, their open reminders move to the person who takes over their leads. Done reminders stay theirs.