Add a note, and set a reminder

Notes are private to your team. Add a reminder and it appears on the bell when it's due.

Add a note with a reminder

1. Open the client and go to Notes.
2. Pick a Category and write the Note, for example "Call about key handover".
3. Tick Remind, then choose Tomorrow 9am, In 3 days, Next week, or Pick… for a date and time.
4. Choose Who to remind (you, or someone else in the team).
5. Choose Save note and reminder.

When it's due

• The bell shows a red count and "Reminder · client: your note". Today's Needs attention shows Reminders due.

  

• Choose Open the note. The client's note opens, highlighted, with Done, Snooze and Edit.
• Done clears it everywhere and records "done" with the time.
• My reminders (from the bell) lists everything due and coming up.