Reminders

Reminders keep you on top of follow-ups, deadlines, and anything you need to act on at a future moment. Unlike tasks (which are work items in a project), reminders are personal triggers — lightweight nudges that fire at the right time and link back to whatever prompted them.

Creating Reminders

From the Reminders Panel

1. Go to Reminders in the sidebar
2. Click + New Reminder
3. Enter a title describing what you need to do
4. Set the date and time for the reminder to fire
5. Optionally link to a task, email, or page for one-click context
6. Click Create

Via DeskMate

Natural language reminders work instantly:

• "Remind me to review the PR at 3pm today"
• "Remind me to follow up with John tomorrow morning"
• "Set a reminder for the team standup in 30 minutes"
• "Remind me about the budget proposal next Monday at 9am"
• "Remind me to check the staging environment every Friday at 5pm"

DeskMate parses the time and intent automatically.

From Context (Contextual Reminders)

Set reminders directly from other FanDesk modules:

• From an email — Open any email and click Remind Me. The reminder links back to the exact email thread so you can pick up where you left off.
• From a task — Open a task and click Set Reminder. The reminder fires before the task's due date or at your chosen time.
• From a chat message — Hover a message and select Remind Me. The reminder links to the specific message in the channel.

Snooze and Dismiss

Snooze

When a reminder fires and you're not ready to act on it yet:

Snoozed reminders return to your active list when they fire again.

Dismiss

When you've handled the item:

1. Click Dismiss on the reminder notification or in the reminders panel
2. The reminder is marked as done and moves out of your active list
3. Dismissed reminders are preserved in history — you can view them but they won't fire again

Recurring Reminders

Create reminders that repeat on a schedule:

Setting Up Recurrence

1. Create a new reminder
2. Click Repeat
3. Choose frequency:
   • Daily — Every day at the same time
   • Weekly — Same day and time each week
   • Monthly — Same date each month
   • Custom — Every N days/weeks/months
4. Set an end date or leave open-ended

Use Cases for Recurring Reminders

• Weekly status update reminders every Friday at 4pm
• Monthly billing review on the 1st of each month
• Daily standup prep reminder at 9:45am
• Quarterly OKR review prompts

Reminder Notifications

When a reminder fires, you receive:

• In-app notification — Appears in the notification center with the reminder title and a direct link
• Push notification — Browser/desktop notification even when FanDesk is in the background (requires push permission enabled)
• Email notification — Optional email at reminder time (configure in Settings > Notifications)

Notifications include a direct link to any linked item — one click takes you to the task, email thread, or chat message the reminder references.

Integration with Tasks and Calendar

Reminders vs Task Due Dates

Reminders and task due dates serve different purposes:

Calendar Visibility

Reminders do not appear on the FanDesk calendar by default (unlike task due dates, which do). They are personal, private triggers. For important time-blocked commitments, create a calendar event instead.

Managing Your Reminders

Viewing Reminders

1. Go to Reminders in the sidebar
2. See all upcoming reminders sorted by fire time
3. Past-due reminders are highlighted

Editing a Reminder

1. Click the reminder in the list
2. Update the title, date, time, or linked item
3. Changes save immediately

Deleting a Reminder

1. Hover over a reminder
2. Click the trash icon
3. Confirm deletion

The reminder is removed and will not fire.

Best Practices

• Use reminders for follow-up timing, not task tracking — If work needs to be tracked on a project, create a task. Use reminders to nudge yourself at the right moment.
• Set reminders from emails immediately — When you read an email you need to act on later, set a contextual reminder right there so you don't forget.
• Keep active reminders focused — Too many active reminders dilutes their urgency. Dismiss aggressively and snooze selectively.
• Use DeskMate for rapid creation — Saying "remind me X at Y" is faster than navigating to the reminders panel.

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