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Help · CRM · Calendar

Your reminders, in Calendar: see, tick and add them

2 min readFor all rolesIn review

Everything with a time is in one place now: your meetings and your reminders.

In review: written from the product, not yet walked through live.

1Open your reminders

In Calendar, choose Reminders (1). Overdue ones come first, in red, then today’s and upcoming ones; the chips (2) show one group, or what was done.
The Reminders view (1), the chips Overdue, Today, Upcoming and Done (2), the tick circle (3) and + New reminder (4)

Open your reminders in Calendar

2Tick one off, or add one

Tap the circle (3) to complete a reminder — Undo is offered for a moment. Click its title to open it with its record. + New reminder (4) adds one with a time.

3Tasks shows your to-dos

On the Tasks page a note says meetings and reminders now live in Calendar: Open Calendar (1) goes there, Show them here too (2) keeps them in Tasks as well, for you alone.
The note on the Tasks page with Open Calendar (1) and Show them here too (2)

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Common questions

Did my reminders move?

Only where you see them. A reminder is still a task with a time, on its record, and it still rings.

I liked them in Tasks.

Choose Show them here too on the Tasks page — meetings and reminders show in both places, for you.

Can I see my team’s reminders?

If your role lets you see your team’s calendar, Me ▾ → My team or a colleague shows theirs too.

Previous: Open a meeting, change it, and keep notes on it · All Calendar guides

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