Notes and Schedule
Schedule reminders
Find scheduled reminders, choose their timing, and manage their status without completing the work.
Reminders bring scheduled Guides, Forms, and Guide assignment due dates back to attention in Home and Schedule.
Find and manage a reminder
- Switch to the workspace containing the work and open Schedule.
- Find the date, clearing filters if necessary, and open its details.
- Read the reminder status and time. Use Launch when you are ready to do the work.
- Use Ack, Snooze, or Retry when available. On a narrow screen, open Actions for Acknowledge reminder, Choose snooze time, or Retry reminder.
- Check the updated status before closing the details.
These controls also appear on supported Home cards. Acknowledging or snoozing does not mark a Guide, Form, assignment, or occurrence complete.
Choose the task
- Set reminder timing: offsets, assignment due times, and future recurring dates.
- Acknowledge a reminder: dismiss its active reminder state.
- Snooze a reminder: choose a later time and understand the current local-alert limitation.
- Read status and retry delivery: distinguish pending work, failures, and notification delivery.
- Check reminders after schedule changes: edits, skips, completion, and retained states.
Who receives a notification?
About identifies whom the scheduled work concerns. It does not select a notification recipient or automatically notify every Client or Staff member.
Ordinary scheduled reminders use supported local device delivery, prepared from work loaded for the signed-in account's current workspace. Browser push and mobile push enrollment are separate; enabling push does not automatically send every scheduled reminder through that channel.
See installed-app reminders for permissions, preparation, and desktop limits. Notification availability differs by device; Home and Schedule remain places to find and launch the work.
Reminder actions affect the shared reminder, so another authorized viewer can see its updated state. They are not a separate personal dismissal on each device. Access to the workspace, content, and attached person is checked when you act. If an alert will not open the work, follow reminder launch recovery. See completion for finishing work.