As your reminder list grows, keeping it organised ensures that important items do not get buried. This guide covers how to manage, archive, and act on your reminders.
Viewing Your Reminders
The Reminders page shows all your upcoming and past reminders. Upcoming reminders are sorted by date, with the soonest ones at the top. This gives you a clear view of what is coming next.
Past reminders remain visible so you can reference them. If you need to check when a previous reminder was set or what notes you included, the history is available.
Completing Reminders
Rescheduling Reminders
Sometimes the situation changes and the original date no longer makes sense. You can edit a reminder to change its date. Common reasons for rescheduling include:
- The event the reminder relates to has been postponed
- You need more preparation time than originally planned
- The team member involved is on leave
Simply edit the reminder and select a new date. The reminder will appear at the new date in your calendar and dashboard.
Converting Reminders to Actions
If a reminder reveals a task that needs more structured tracking than a simple alert, you can convert it to an action. This is useful when the follow-up involves multiple steps or needs a priority and deadline.
For example, a reminder to "Prepare performance review for Jordan" might become an action with a deadline, priority, and linked team member for more robust tracking.
Keeping Your List Clean
Over time, completed and outdated reminders can accumulate. Periodically review your reminder list and:
- Complete any reminders you have already acted on but forgot to mark as done
- Reschedule reminders that are no longer relevant to their current date
- Delete reminders that are no longer needed
A clean reminder list means you can trust that everything on it genuinely needs your attention.
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