Reminders (Home Screen)

The Home Screen will automatically show any Activities that start today, or are overdue, and this can also show any Activities that are due to start in the next week. But these are not the only Activities you can display on your Home Screen. Reminders allows you to set alerts for important Activities, to ensure you don’t miss any vital stakeholder engagement work.

Setting a Reminder

Reminders are created when making or editing an Activity. You will find the option appear when clicking the “Reminder” checkbox on the Create Activity or Edit Activity forms. You can choose the range of time the reminder runs for, as well as how many times you want to receive the reminder. 

Viewing Reminders

Any Reminders you have will appear under the Reminder tab. This can be found next to the Today’s Activities tab on the Home Screen. You can click on the name of any Activity to go to its View Activity page.

Sorting and Filtering

The list displays your Activities with Reminders in date order, with the most recent pending Activity at the top. Each Activity is shown with its Start Date, the type of Activity/Action, if it is marked as High Priority, the Title of the Activity and who the Activity is Associated to. You can sort the list by clicking on any of the headers (bar the headers above Priority and the Status checkbox).

The Activity/Action, Title and Associated To columns also have Filters. Clicking the filter icon on each header will display the Filter menu. Here, you can select an option to use as a filter for your Activities. For example, you can filter to only display Contact Activities, by using the filter above the Activity/Action column.

Completing Activities

Click on the Status checkbox next to each Activity to mark it complete. This will move the Activity across to the Completed tab on the Home Screen and change the Status of the Activity to ‘Completed’.