Planfix reminders help you track important calls, meetings, and activities. Make managing everything easy by setting up reminders.
The flexible reminder settings help you attend every customer call or meeting and send agreements, letters, or birthday reminders at the right time. For example, add reminders to a task card to call or write a customer at a convenient time or remind colleagues of an upcoming event with a reminder attached to a comment.
Manage routine tasks with reminders. Put them in tasks, chronicles, or planners in fifteen minutes, next month or next year. Set up a convenient channel for receiving reminders in the browser, by mail, or via our Telegram bot.
Set a reminder for a task's start or end date. For example, set a reminder to check that an employee completed the task correctly. In addition, create a reminder calendar to easily navigate your daily or weekly schedules without losing sight of essential things.
CHOOSE AN APPROPRIATE CHANNEL
The Reminders panel helps you see scheduled and sent reminders. Set up notifications in Chronicle so you can act on them immediately without logging out. Receive notifications via email or Telegram to respond directly to messages. Set your browser to receive notifications with or without a sound signal. Use the mobile app to receive notices and stay current on events.
Set up recurring reminders to remind you when tasks need to be completed. For instance, water flowers after lunch every Friday or prepare for meeting every Tuesday at 9 AM. Set reminders for tasks directly in Planner or add them to the task template.