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Setting an Activity Reminder

How to create Reminders for your Home Screen and email inbox

All Activity types include an option to set up a Reminder. This article will show you how to set up Reminders when creating (or editing) an Activity.

 

For information on viewing and managing your Reminders, please visit the following article: Reminders (Home Screen)

At the bottom of each Add Activity or Edit Activity form, you will see a checkbox labelled Add Reminder. Tick this box, and the page will display an extra set of options at the bottom of the form. These options let you choose the frequency of your reminder and for how long you would like it to be active.

Reminder Pattern

The Reminder Pattern determines how often you will receive a reminder for this Activity. This applies to the Daily Activity Emails sent to your account’s email address.

You can set reminders to run Daily, Weekly, Monthly or Yearly.

  • Daily: You can specify if Reminders are sent every day, or every two days, three days, and so on. You can also set Reminders to be sent every weekday, skipping Saturdays and Sundays.
  • Weekly: Reminders can be sent every week, or every 2 weeks, 3 weeks (and so on). You can also choose which days of the week the Reminders are sent. Multiple days can be chosen.
  • Monthly: You can set Reminders to be sent on a certain day of each month, for example every 5th day of the month. You can also change this to every other month, every third month and so on. Alternatively, you can specify a particular day of the month (or second month etc), for example: The second Friday of every month.
  • Yearly: Annual reminders can be set up to run on a specific date each year, or a specific day of a specific month each year (for example, the last Wednesday of March).

Range of Reminder

These options determine the length of time a Reminder is active for. While a Reminder is active, it will appear on the Reminders tab on your Home Screen, and you will also receive email reminders (based on the Reminder Pattern settings).

Your Reminder will become active once the Start Time and Start Date are reached. You can choose to end the Reminder after a set number of occurrences, or alternatively, you can set the reminder to end after a certain date is reached.