Reminders and My Work

A reminder is a follow-up you owe someone: send the revised pricing, chase the signed contract. Reminders are personal: only you see yours.

Setting a reminder

Select New reminder in My Work, or Add reminder in a record’s Follow-ups.

• Title. What you need to do.
• Due. A date and a time.
• Note, if it helps.
• Link to a record, so the reminder opens the deal, contact or company it’s about.

My Work

My Work is your to-do list: every reminder you’ve set, across the whole CRM. The red count beside it in the navigation tells you how many are due.

1. Groups. Overdue, Today, Tomorrow and Upcoming, in your own time zone.

• Open and Done. Done reminders move to their own tab, and Reopen brings one back.
• A reminder, with its note, due time and the record it’s linked to.
• Mark done, Snooze and Edit.
• New reminder.

When a reminder falls due

Due reminders appear in the bell in the top bar. From there you can mark one done, snooze it for 1 hour, 3 hours, until tomorrow or for a week, or open its record. A snoozed reminder comes back by itself when the snooze ends. See Finding your way.

Follow-ups on a record

A company’s, contact’s or deal’s Summary has a Follow-ups box with your reminders for that record. Overdue ones are red.

Team Activity

Team Activity shows what the whole team has logged, newest first: a manager’s weekly review in one page.

• People. Narrow to one or more teammates.
• Type. Calls, Meetings, Notes, Emails or Tasks.
• When. The last 7, 30 or 90 days, or all time.
• An entry. Who logged what, on which record, with its notes and outcome.

Team Activity is in the navigation for CRM admins (Settings: Admin) and Jira site admins.