On folk, reminders are collaborative and you can pin them to a specific contact: people, companies or deals.
Reminders can be used in multiple ways: after your sales calls, to be notified about follow-up actions or to assign a task.
Create a reminder
To create a reminder, just click the 3 dots next to the contact (to open the 'quick actions' menu) or go to the Reminders section on a contact's profile (people, companies or deals).
You can add key information in your reminder:
Title: by default we add "Reminder on contact's name", but you can add the name of the event/task you want to be reminded of, with as much details as needed.
Due date: pick the date & time you want to be notify on.
Repeat: if this is a recurring event, select the frequency (daily, weekly, monthly, quarterly, yearly).
Reminder visibility: by default Reminders are shared to everyone who have access to the contact. But you can set it up private to you.
Assign to: by default the reminder is assign to you (to notify you). You can pick additional members of your team that you'd want to be notified as well. If the Reminder is private, you cannot assign other members.
Sharing & access
When creating a reminder on a contact, by default it will be visible to everyone who has access to this contact (the reminder is linked to the contact). If the contact is in multiple groups, the reminder will be shared across all groups. Members who have access to these groups, will have access to the reminders added to the contacts in these groups.
If a contact is removed from all groups, the reminders added will still be visible on the contact's profile in the Search.
You can decide to set up your reminder as private, if it is a private task that should be only visible to you. Just select 'Private' before adding your reminder.
You can always decide later, to set up a public reminder as private, or a private reminder as public (if you are the reminder creator) by clicking the 3 dots next to the reminder.
View reminders
Reminders are visible on your contact's profile. In the reminder section, you can visualize all your upcoming reminders, listed by due date.
From the list, you can edit a reminder, change its visibility (private/public) and delete the reminder, by clicking the 3 dots next to the reminder.
Once the reminder is due, it will show as a past reminder on the contact's profile (in light grey). You can decide to keep the history of past reminders for context or delete them.
You can also visualize all your reminders from all your contacts, in the Notification center (upcoming tab).
On the table & pipeline views, you can also get a quick overview of which contacts have set up reminders, thanks to the clock icon next to the contact's name or contact's card.
Get notified
Reminders will show up in the Notification center:
In the upcoming tab, you can see your list of upcoming reminders (due in the future).
In the Notification tab you can see past reminders.
On the due date, you'll receive a notification by email (if you've set up email notification for reminders), and a notification in-app in the Notification center.
-> Get started with our best practices on reminders.