Set a reminder on a conversation

A reminder makes sure a conversation comes back to you on the day you choose, whether it's a follow-up, a promise to send something or a call to confirm. Set it while the conversation is fresh in your mind.

Set a reminder from an open conversation

1. Open the conversation from Inbox → Messaging.
2. In the right-hand panel, on the Info tab, look at Quick actions.
3. Click Create a new reminder. If you already have pending reminders for this contact, the button reads View reminders followed by their number: click it, then click Create a new reminder in the window that opens.
4. In the New reminder window, write what you need to do, for example Send the case study or Ask if the budget is approved.
5. Click Pick a date and choose the day.
6. Click Save reminder.

Other ways to set one

• From the conversation list: hover a row in Messaging and click the bell icon in the Reminder column. The Reminders window lists the contact's reminders. Click Create a new reminder.
• From the AI analysis: in Swimlane Analysis, click Get a reminder under the recommended next step. The reminder is created straight away on the suggested date (see Understand the AI contact analysis).

Where reminders come back

• Inbox → My Network → Reminders. Every contact with a reminder, sorted by date. The Reminder column shows the earliest date and what to do. Use the tabs to filter:
  • All: every reminder
  • To do: due today or earlier, and not done yet
  • Future: planned after today
  • Done: reminders you have ticked off
• The dashboard. The Reminders section lists what's left to do: overdue reminders in red first, then upcoming ones. Reminders you completed stay visible, crossed out, for 24 hours. Click a reminder to open the contact, or hover it to Mark as done or Delete.
• The conversation list. In Messaging and the other inbox pages, the bell icon shows how many pending reminders a contact has.
• The contact. Quick actions shows View reminders with the number of pending reminders.

Complete or delete a reminder

Open the Reminders window (bell icon in the list, or View reminders in Quick actions):

• click the check icon to mark a reminder as done. Click it again to mark it as not done.
• click the × icon to delete it.

On the dashboard, hover the reminder and choose Mark as done or Delete.

Good to know

• A date, not a time. Reminders are set for a day. You can pick today or a later date, not a past one.
• No email or push notification. A reminder doesn't send you anything. It shows up in the places listed above, so make the Reminders page or the dashboard part of your routine (see Best practices: keeping your inbox under control every day).
• Reminders can't be edited. To change the date or the text, delete the reminder and create a new one.
• Reminders are personal. Teammates don't see yours, even on a shared contact.
• Completed reminders disappear from the contact's Reminders window after a day, but remain under the Done tab of the Reminders page.
• They help the AI. Your pending reminders on a contact are passed to the AI draft as your goals, so its suggested reply moves in the same direction.
• Archived contacts keep their reminders. They still appear on the Reminders page.