Reminders Flow

Last updated: April 8, 2026

This is the most important part for managing follow-ups and scheduled tasks.

Step 1: Access Reminders Module

Navigate to the Reminders module from the side panel.
This opens the calendar view with all scheduled reminders.

Step 2: View Reminders

Reminders are displayed in calendar format with filters and list/card view options.

Click on any reminder event
→ Opens detailed view in a popup

Step 3: Create New Reminder

Click on New Reminder button.

Fill the following:
Query → Select query (optional)
Title → Enter reminder title
Description → Add details
Remind On → Select date & time
Remind Before → Time in minutes
Reminder Type → Select type

Submit to create reminder

Step 4: Access Reminder Queue

Click on the Reminder icon in the navigation bar.
This opens the reminder queue panel.

Step 5: Manage Reminder Queue

Queue shows:

Past 12 hours reminders
Upcoming 12 hours reminders

Actions available:

Mark as Complete →

Add remarks
Removes reminder from queue

Snooze →

Select snooze duration
Reschedules reminder

Step 6: Handle Reminder Alerts

When a reminder is due:

A floating alert appears on screen
Audio alert continues until action is taken

Click on alert → Opens reminder details

Actions available:

Mark as Complete
Snooze

Step 7: Reports & Analytics

Managers can:

Export reminder reports
Filter reports by user
View historical data (up to 3 months)
Access analytics dashboard

Step 8: Permissions & Control

Managers can:

View all reminders
Perform all actions (create, edit, delete, complete, snooze)

All updates are reflected to assigned users in real-time.

Daily Usage Guide

Monitor reminder queue regularly
Ensure timely completion of reminders
Review missed or snoozed reminders
Track team follow-up efficiency

Best Practices

Add clear descriptions while creating reminders
Use snooze only when necessary
Avoid missing high-priority reminders
Regularly review reminder reports and analytics