How to set reminders for ReChive entries

A reminder in ReChive is a date on which an entry needs your attention again, with an optional note explaining why. To add one, open the entry, go to its "Reminders" tab, click "Add a reminder", choose the "Date", optionally write a "Note", and click "Save". On the reminder's date, the entry appears in the "Pending" list, even if it is already done, and the members who receive workspace notifications get an email about it.

Reminders complement the due date of an entry. An entry has only one due date, but it can have as many reminders as you need. Typical uses are:

• the last day to cancel a contract before it renews automatically, a few weeks before the contract's end date;
• a follow-up if you have not received an answer to a letter;
• checking whether a client has paid an invoice a few days after its due date;
• renewing a document, such as an insurance policy, every year.

Adding a reminder

You can add reminders when you create an entry, on the "Reminders" tab of the entry form, or later from the entry itself:

1. Open the entry.
2. Go to the "Reminders" tab and click "Add a reminder".
3. Choose the "Date" of the reminder. It cannot be earlier than the date of issue of the entry.
4. Optionally, write a "Note" of up to 100 characters, such as "Cancel before renewal".
5. Click "Save".

If an entry has no reminders, its "Reminders" tab shows "This entry has no reminders!".

When a reminder is due

A reminder is due on its date and stays due until you resolve it. While a reminder is due:

• The entry appears in the "Pending" list, whatever its status. If the entry is already done, the list shows a "Reminder" tag instead of its status, so you can see why it is there.
• On the reminder's date, the members who receive workspace notifications get an email that lists the entries with a reminder or a due date that day.

Resolving, editing, and deleting reminders

On the "Reminders" tab of the entry, open a reminder to change its date or note, for example to postpone it. The menu of each reminder has two more actions:

• "Resolve": marks the reminder as handled. A resolved reminder no longer keeps the entry in the "Pending" list. Resolve a reminder once you have taken care of what it reminded you about.
• "Delete": removes the reminder completely.

For rejected entries, the "Disable all reminders" update turns off all the reminders of the entry at once. See Adding an update to an entry.

Reminders and due dates

• The due date is the main deadline of the entry, such as the payment date of an invoice. An entry that is not done and has a due date is shown on the "Home" tab grouped by how soon it is due.
• Reminders are additional dates. They bring an entry back to your attention even after it is done, which the due date does not.

Both send an email on their date to the members who receive workspace notifications.

Who can manage reminders

Adding, editing, resolving, and deleting reminders requires the permission to edit ReChive entries. If you don't have it, ReChive shows "You do not have the necessary permissions to save this reminder!".

Related guides

• Workspace notifications
• Finding entries in ReChive
• Adding an update to an entry
• Communication entries