We’re excited to introduce a new and improved Reminders feature that enhances task management and organisation. Users can create, view, and manage their own Reminders more efficiently within Point Cards and the Calendar view.
Setting Reminders
Point Card Reminders
Users can now set multiple reminders directly within a Point Card. By clicking the ‘Set Reminder’ button (located behind the new reminder icon), a modal will appear with the point already selected. Users can easily enter a title and description and choose a date and time for the reminder. Reminders created within a Point Card are visible within it and in the Calendar View.
Calendar View Reminders
Users can create reminders directly from any view in the Calendar:
Month View: Clicking on a date opens a pre-filled reminder modal with that specific date.
Week/Day View: Clicking on a specific time slot auto-fills the date and time.
In addition, users can create Reminders or link them to a point via a searchable dropdown that displays all accessible sites and associated points.
Viewing Reminders
Point Card
Reminders linked to a point are now displayed directly within the Point Card. Users can click the reminder icon to open a list view showing all reminders associated with that specific point. This provides a quick and easy way to review the title and due date and snooze details without leaving the context of their work.
Calendar View
Reminders can be displayed in Month, Week, and Day Views.
Linked reminders feature a point icon visually representing the priority level, with additional details available in a tooltip on hover.
Snoozed reminders will display an icon that indicates the snooze time, and details will be available upon hovering.
Users can click on any reminder to open a detailed modal with complete information.
Users can edit, dismiss, or delete reminders from the Point Card and Calendar View.
In-App Alerts
When a reminder becomes due, users will receive a pop-up in-app alert containing the reminder’s title, description, scheduled date/time, and any linked point.
Multiple Alerts
Alerts are displayed in a stack, with the most recent one appearing at the bottom. Each reminder can be clicked for more details, and users can dismiss or snooze reminders directly from the alert.
Custom Alert Settings
Users can customise whether in-app alerts are shown in Profile Settings. Disabling alerts will only affect the pop-ups; reminders and their states will still be visible in the Calendar and Point Card. Overdue alerts will reappear once the setting is toggled back on. Alerts are enabled by default.
Snooze and Dismiss
Snooze Options
Users can snooze reminders directly from the pop-up alert. The new reminder alerts at set to the nearest 15-minute interval, the time of the next alert will be displayed in the pop-up.
Snoozed reminders retain their overdue status and will be re-alerted based on the duration of the snooze.
Dismiss Reminders
Users can dismiss reminders directly from the pop-up alert or the reminder modal. Dismissing a reminder marks it as complete and removes any active alerts. Dismissed reminders are then shown as “Dismissed” on both the Point Card and Calendar View.
Bulk Actions
Users can manage multiple Reminders simultaneously by clicking the downward arrow within the Dismiss and Snooze buttons. Bulk actions are only available from the alert itself and only when multiple alerts are present.
Editing Reminders
Edit from Calendar or Point Card
Users can update a reminder’s title, description, due date, time, and associated point.
If the point is removed during editing, the reminder remains but no longer linked to a point.
If a dismissed reminder is edited, it will update to either upcoming or overdue, depending on the due date/time. If the reminder is overdue, it will alert you immediately.
Edited snoozed reminders will remove the snooze and either become upcoming or remain overdue, alerting immediately.
Deleting Reminders
Users can delete reminders from both the Point Card and Calendar view. A confirmation prompt will appear before deletion. Once confirmed, the reminder is removed from all views, and active alerts are cleared immediately.
Filter and Search
Search Functionality
By Title or Description: A search bar allows users to type in keywords. Matching reminders will appear in List and Calendar Views, while non-matching reminders will remain visible but be shown in lower opacity.
By Linked Point Title: Users can search for reminders based on the title of the linked point, which helps quickly locate reminders associated with specific points.
Filter Functionality
By Point Attributes: Users can filter reminders by attributes such as site, priority, status, flags, tags, or custom fields, allowing them to focus on specific projects or tasks.
By Due Date Range: Users can filter reminders by a custom date range, making it easier to track reminders due within a specific period.
Reminders outside the currently viewed calendar period will still appear in the List View when relevant to the search or filters.
FAQ's
Are reminders personal to me or shared with others?
Reminders are personal to you – only you can see and manage your own reminders.
What happens to reminders for hidden sites?
If a site is hidden, any associated reminders will also be hidden.
Can I turn reminder alerts on/off?
Yes, you can toggle in-app reminder alerts on or off in your profile settings.
Can I set multiple reminders for a single point?
Yes, you can create multiple reminders for the same point.
Can I create a reminder that isn’t linked to a point?
Yes, you can create reminders that aren’t tied to any specific point from the calendar.
What time zone are reminders based on?
Reminders use the time zone set on your laptop or device.
Why do some reminders not appear when I use the filter option?
Reminders linked to cancelled or completed points are automatically filtered out and won’t appear in the results list by default, but can by shown by selecting the corresponding status from within the filters panel.
How will I receive reminder notifications?
Currently, reminders are delivered via in-app web alerts. Email and mobile app notifications are planned for a future release.
Can I set up recurring reminders?
Not yet — recurring reminders aren’t currently available, but they’re planned for a future release.
Still have questions?
Send us a message through the chat icon in the web app, email us or keep looking through our Help Centre for more information.