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For factories

Reminders

Set private or team reminders on a PO, shipment or payment request so nothing is forgotten.

2 min read

A reminder is a note to yourself, or to your team, that appears at a set time. You can add one to a PO, a shipment or a payment request. The companies you make for never see your reminders.

#Adding a reminder

  1. Open a PO, a shipment or a payment request.
  2. Press + Add reminder.
  3. Write a Description — what you need to be reminded about. Keep it under 500 characters.
  4. Choose Who sees it:
    • Only me — only you.
    • Team — everyone at your factory sees it and is reminded.
  5. Choose When:
    • On a date — pick a date and time.
    • Relative to the ETD — a number of days before or after the PO's ETD. This is for POs only.
  6. Or use a quick pick: +1 day, +3 days, +1 week, +2 weeks or Next Monday, 08:00.
  7. Press Save reminder.

Good to know

A reminder relative to the ETD moves when the ETD changes. If the PO has no ETD yet, the reminder cannot go off.

Each record can have at most 3 open reminders. This counts everyone's reminders, including private ones. Mark one done or delete it to add another.

#When a reminder is due

  • A red Reminders pill appears in the top bar.
  • Due reminders show above To get done.
  • They stay until you act on them.

You can:

  • Done — mark it finished.
  • Snooze — pick how long to push it back.
  • Edit or Delete.
  • Reopen a finished reminder.

Reminders also show on the Calendar.

#Rules

  • Only the person who created a reminder can change it.
  • If a team reminder is deleted, it is gone for everyone.
  • If a PO is removed from your board, its reminders are paused.

#Common questions

I cannot add a reminder. The record already has 3 open reminders.

My reminder did not go off. It is relative to an ETD that is not set, or the ETD moved later.

I cannot add an "Only me" reminder. You are on a shared factory-code login. Use your personal login.

Related guides

Confirming an order and raising POsCheck a customer-confirmed order, confirm it with a delivery date, send the customer their order confirmation, and create purchase orders for your factories.The calendar and remindersUse the team calendar for meetings, closures and order ETDs, control who sees each entry, and set reminders on orders and POs.Creating purchase orders from ordersTurn confirmed customer orders into draft purchase orders, grouped by factory, with buy prices and ETDs filled in.