Keep track of things with reminders

Reminders are for the small things that are not a project task: call someone back, renew something, chase a document. They follow you across every project.

Steps

1. 1

   Open Reminders

   On: /reminders

   Type "reminders" in Find a page… and choose Reminders.

   You should see: Views for Today, Upcoming, Overdue, Snoozed and Done.

2. 2

   Create a reminder

   On: /reminders

   Press New reminder. Type a Title, for example "Call Mark about the proposal", add notes for yourself if you like, and set Due.

   You should see: A window titled "New reminder".

3. 3

   Set the priority

   On: /reminders

   Choose the Priority: Low, Medium, High or Urgent. Tick Keep reminding me until done for anything you must not miss: it nags you in chat and by push notification until you finish or snooze it. Urgent reminders always do this.

   You should see: The priority is selected.

4. 4

   Save

   On: /reminders

   Press Create reminder.

   You should see: The reminder appears under Today or Upcoming, depending on its due time.

5. 5

   Finish or snooze

   On: /reminders

   When it is done press Mark done. To put it off, open the reminder's actions and choose Snooze 4 hours, Snooze until tomorrow or Snooze until next week.

   You should see: A finished reminder moves to Done. A snoozed one moves to Snoozed and comes back at the snooze time.

6. 6

   Clear Overdue

   On: /reminders

   Open Overdue each morning and deal with what is listed.

   You should see: "Nothing overdue. Inbox zero."

Tips

• Unsnooze brings a snoozed reminder back at once.
• Clients can send you a reminder request with a date; you can accept it or propose another date.

Troubleshooting

"Undo window has expired. Change the status manually to re-open."

Open the reminder and set its status back yourself.

"Quiet from and Quiet until must be different times."

Set two different times for Do Not Disturb.