Video tutorial 15 of 24
How to Set Up Reminders in Workspace369
To set up reminders in Workspace369, open Reminders under Work. On the left, you see what's upcoming, what's overdue and what's done, and where each reminder came from: an event, a task or an invoice. Personal reminders are just for you, and Workspace reminders are shared with your team. To add one, click New. Keep it on Workspace to share it, or choose Personal to keep it to yourself. Give it a title and pick when, like tomorrow morning. Set the priority, choose who on the team gets it, and click Create Reminder. When you've handled a reminder, open it and mark it as done.
What you'll learn
- How to find Reminders under Work
- How to see what's upcoming, what's overdue and what's done
- Where each reminder came from: an event, a task or an invoice
- The difference between Personal and Workspace reminders
- How to add a reminder with a time, a priority and who gets it
- How to mark a reminder as done when you've handled it
FAQ
Common questions
Where do I find my reminders in Workspace369?
Open Reminders, under Work. On the left, you see what's upcoming, what's overdue and what's done, and where each reminder came from: an event, a task or an invoice.
What's the difference between Personal and Workspace reminders?
Personal reminders are just for you. Workspace reminders are shared with your team. When you add a reminder, keep it on Workspace to share it, or choose Personal to keep it to yourself.
How do I add a reminder for someone on my team?
Click New, give the reminder a title and pick when. Set the priority, choose who on the team gets it, then click Create Reminder. In the video, Confirm tomorrow's fleet wash with Drew is set for tomorrow morning, with High priority, for Harper Quinn.
How do I mark a reminder as done?
When you've handled a reminder, open it and mark it as done. On the left, Reminders keeps track of what's upcoming, what's overdue and what's done.
Is this the same as automatic payment reminders?
No. Automatic payment reminders follow up with clients about overdue invoices, and they have their own video tutorial. The Reminders screen is for you and your team: Personal reminders are just for you, and Workspace reminders are shared with your team.
Full transcript
Welcome back. In this video, we'll set up reminders, for you or your whole team, so nothing slips.
Open Reminders, under Work. On the left, see what's upcoming, what's overdue, and what's done, and where each reminder came from: an event, a task, or an invoice. Personal reminders are just for you. Workspace reminders are shared with your team.
To add one, click New. Keep it on Workspace to share it, or choose Personal to keep it to yourself. Give it a title, and pick when. Tomorrow morning works. Set the priority, and choose who on the team gets it: Harper. Then click Create Reminder.
When you've handled one, open it, and mark it as done. And that's reminders. In the next video, we'll bring your email and texts into one inbox.
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