{"id":14194,"date":"2024-12-25T10:00:00","date_gmt":"2024-12-25T09:00:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=14194"},"modified":"2026-10-07T02:51:32","modified_gmt":"2026-10-07T00:51:32","slug":"set-task-reminders","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/video\/set-task-reminders\/","title":{"rendered":"How to Set Task Reminders in Planfix and See Them All"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">How to set reminders in Planfix comes down to one icon: a bell on the task, a time, and a list of people who should hear about it. When a dozen tasks are open at once, the one that matters today is rarely the one on top of the list, and memory makes a poor scheduler. This one-minute video shows how <a href=\"https:\/\/planfix.com\/features\/reminders\/\">quick task reminders<\/a> work, from setting the first one to finding every reminder you have scheduled.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Reminders | Planfix: Tips and Tricks\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/5RB6UoQzAxE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What you&#8217;ll learn: how to set reminders in Planfix<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>What a reminder does: a notification at the time you choose, with a link to the task or contact (0:11).<\/li>\n\n\n\n<li>Where to add one: the bell icon in a task, a comment, a task template or a Planner.<\/li>\n\n\n\n<li>How to set the time, the text and the recipients, including task roles.<\/li>\n\n\n\n<li>How reminders appear in the Chronicle as unread events (0:31).<\/li>\n\n\n\n<li>Where to review sent and upcoming reminders in the reminder calendar (0:37).<\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">How to set task reminders in Planfix, step by step<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Step 1. Add a reminder with the bell icon<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/planfix.com\/help\/Reminders\">Reminders in Planfix<\/a> draw attention to the right task or contact at the right time. Open the task, click the <strong>bell<\/strong> icon, and the interface for adding reminders opens. The same icon waits wherever work appears: while you create a task, inside a comment, in a task template, in a Planner and on a contact card. When the reminder fires, the notification goes out through the channel you indicated and carries a link to the task.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 2. Choose the reminder time<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Pick one of the preset times or set your own date and time. To change a preset, click it: the picker works like a dial, where the first click chooses the hour and the second sets the minutes. The time can be changed for a specific reminder only \u2014 the list of standard reminders itself cannot be configured or modified.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 3. Decide what it says and who gets it<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">A reminder can carry its own text, separate from the comment it was added to; leave it empty and recipients receive the comment text instead. Recipients are chosen separately too: <strong>Select date, time, and recipients<\/strong> lets you drop people who do not need the nudge and add those who do, company employees and external users alike. Instead of names you can address a role \u2014 the <strong>auditor<\/strong>, <strong>assigner<\/strong>, <strong>assignees<\/strong> or <strong>task participants<\/strong> \u2014 which is handy in task templates: every task created from a client-request template arrives with the same reminder, aimed at whoever holds that role.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 4. Remind yourself from the Chronicle<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">You do not have to open a task to push it to later. While you process incoming events in the <strong>Chronicle<\/strong>, hover over the task and select <strong>Remind<\/strong>: the same interface opens, the reminder lands in the task, and the unread event leaves your <a href=\"https:\/\/planfix.com\/features\/planner-chronicle\/\">Chronicle feed of priority messages<\/a> until the time you set. Reminders then come back as unread events, which is the most convenient way to work with them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Step 5. Review every reminder in one place<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Inside a task, reminders live in the reminder panel: one tab lists the scheduled ones that have not been sent, the other those already delivered, and a scheduled reminder can be edited or deleted there. For the full picture, use the reminder calendar \u2014 a special case of <a href=\"https:\/\/planfix.com\/features\/hourly-calendar\/\">the hourly calendar in Planfix<\/a>, where reminders appear along with or in place of data tags, split into already sent and upcoming; a setting in the hourly calendar turns the view on.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Reminders as checkpoints, not alarms<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Reminders also work as a tool for intermediate monitoring. When you assign a task or write a comment, add a reminder for the day you plan to check on it; when the notification arrives and the status is clear, set the next checkpoint. The task never slips out of sight, and nobody has to be chased for an update.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">When the rhythm is fixed rather than ad hoc, open the reminder settings menu and choose <strong>Add recurring reminder<\/strong>. The notification then returns on the schedule you set, following your notification settings, and both scheduled and sent recurring reminders stay in the <strong>Reminders<\/strong> tab of the task.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Who it&#8217;s for<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Reminders pay off wherever a dropped task costs money or trust:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Account managers:<\/strong> a follow-up reminder on the client&#8217;s task, so a quiet deal does not go cold.<\/li>\n\n\n\n<li><strong>Team leads:<\/strong> a checkpoint on every delegated task instead of a round of status questions.<\/li>\n\n\n\n<li><strong>Support teams:<\/strong> reminders built into the request template, addressed to the auditor role.<\/li>\n\n\n\n<li><strong>Finance and administration:<\/strong> recurring reminders for payments and reports that return on a fixed day.<\/li>\n\n\n\n<li><strong>Anyone juggling many tasks:<\/strong> the reminder calendar as the real plan for the day.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">FAQ<\/h2>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-can-i-change-the-preset-reminder-times-in-planfix\"><h3 class=\"aioseo-faq-block-question\"><strong>Can I change the preset reminder times in Planfix?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">The time of a specific reminder, yes: click the preset and set the hour and the minutes on the dial. The list of standard reminders itself cannot be configured or modified.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-where-can-i-see-all-the-reminders-i-have-set\"><h3 class=\"aioseo-faq-block-question\"><strong>Where can I see all the reminders I have set?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">In three places. The Chronicle shows reminders as unread events, the reminder panel in a task separates scheduled from already sent, and the reminder calendar shows sent and upcoming reminders together.<\/p>\n<\/div><\/div>\n\n\n\n<div data-schema-only=\"false\" class=\"wp-block-aioseo-faq\" id=\"aioseo-can-i-add-a-reminder-without-opening-the-task\"><h3 class=\"aioseo-faq-block-question\"><strong>Can I add a reminder without opening the task?<\/strong><\/h3><div class=\"aioseo-faq-block-answer\">\n<p class=\"wp-block-paragraph\">Yes. In the Chronicle, hover over the task and select Remind. You can also add reminders while creating a task, in a comment, in a task template, in a Planner or on a contact card.<\/p>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Start with the task you keep rechecking<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Take the task you keep reopening just to see whether anything has moved, and set a reminder for the moment you will be able to act on it. Then clear the rest of the feed the same way and reach <a href=\"https:\/\/planfix.com\/blog\/video\/chronicle-at-planfix-organizing-corporate-communications\/\">inbox zero in the Chronicle<\/a>. New to Planfix? <a href=\"https:\/\/planfix.com\/signup\/\">Sign up<\/a> to try it.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A 1-minute video plus steps: how to set reminders in Planfix, choose the time and the recipients, and review every reminder in the Chronicle and calendar.<\/p>\n","protected":false},"author":146,"featured_media":0,"comment_status":"open","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_s2mail":"","footnotes":""},"categories":[498],"tags":[340,426],"class_list":["post-14194","post","type-post","status-publish","format-standard","hentry","category-video","tag-notifications","tag-task-management"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.10 - aioseo.com -->\n\t<meta name=\"description\" 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