Custom reminders so nothing slips through

Never miss an important date again

We have added a feature that changes how you organise your day: reminders. Any working day is full of tasks, commitments, meetings and dates that are easy to let slip. This is built so none of them do.

In the new section you can create a reminder and set it up exactly as you want:

• Pick the exact date.
• Assign it to a person or a team.
• Link it to a project, a task or a specific document.
• Say which record and which contact it involves.
• Write down clearly what it is for.

📨 How you get it: choose the channel, email, WhatsApp or an internal message in the platform. So the reminder reaches you where you actually look.

🎨 Colour and icon: pick a colour and an icon so you can tell one from another at a glance, which matters once you have a few of them pending.

🕒 However often you need: set a frequency that fits, daily, weekly, fortnightly, monthly. You can also:

• Choose the exact days it should repeat on (Mondays, Wednesdays and Fridays, say).
• Set the time you want it to arrive.
• Give it an end date so it stops on its own when it is no longer needed.

📆 Every reminder shows up in the platform calendar or, if you prefer, in a plain ordered list.

✨ What it changes

• Everything in one place: all your commitments together.
• Set up your way: colours, times and channels to suit how you work.
• Reaches you: by the channel that fits you or your team, email, WhatsApp or internal.
• Clear at a glance: calendar or list, whichever you prefer.
• Repeats on its own: set the pattern once and forget about it.

Want to start using it? Get in touch through this link.