Reminders are a great way of making sure that no tasks are forgotten. There are three ways to create reminders:
- Plus icon (+) on the top-right corner
- On any contact's profile page
- On the Reminders column in any list
Once you're done setting up reminders, here are some helpful next steps/tips:
Plus icon (+) on the top-right corner
Click the Plus icon (+) on the top-right corner, then click New Reminder.
On any contact's profile page
- Click the Set Reminder tab, then fill out the relevant fields.
- You can view all reminders related to that contact by clicking on the Reminders tab on the right side of your screen. You can also filter reminders by Created by, Assigned to, or Type.
On the Reminders column in any list
- Click into any list.
- Make sure the Reminders column is on display. If it isn't, click on Manage Columns and check the box for Reminders.
- Double-click on any cell below the Reminders column to see all reminders about that contact and to create a new reminder.
Where to view all of your/your team's reminders
Once you have set up your reminders, you can view all past, present, and future reminders for not just yourself, but also for your team members by following the steps below:
- Click on the Notifications icon on the top-right corner, then click on the Reminders tab.
- On the Reminders page, you can switch between the Pending and Completed tabs to see past, present, and future reminders.
- You can also filter all reminders by:
- Which team member assigned the reminders
- To which team member the reminders were assigned to
- If your notification preference for reminders is set to Immediately (see Navigating your settings in Affinity), then you will receive two notifications for a reminder - one immediately when a team member assigns a reminder to you and another on the reminder's due date.
- You will not receive email notifications for reminders that you set for yourself - you will only receive email notifications for reminders assigned to you by your team members.
- Reminders added to a person's profile page will also show up on the profile pages of the organizations and opportunities the person is associated with.
- Reminders added to an organization's profile page will NOT show up on the profile pages of the people or the opportunities the organization is associated with.
- Reminders added to an opportunity's profile page will NOT show up on the profile pages of the people or the organizations the opportunity is associated with.
Want to create automatic reminders based on the default Status column in any list? Feel free to check out Reminder Triggers.