Using reminders

Set reminders for yourself or your colleagues to ensure better followup and reduce the chance of missed actions.

Setting a reminder

To set up a client reminder:

1. Select a client in your FareHarbor Desk Dashboard.
2. In the client’s profile, click Manage reminders below the Notes section.
3. In the Reminders overlay, click the + Add new reminder button.
4. Enter a reminder Description, Due date, and Assign the reminder to either the whole company, your desk, or yourself. 
5. Click Create Reminder.

Once created, reminders are viewable in the client’s profile. Click Manage reminders to: 

• Mark the reminder as completed.
• View completed reminders associated with this client.
• Add a new reminder.

Viewing reminders across all clients

In addition to creating and viewing reminders for a specific client, you can view and search for reminders across all clients. 

To search for reminders across all clients:

1. Click the dropdown under your name in the top right corner of your Desk Dashboard. 
2. Select View reminders.
3. Search for and filter reminders by date, assignee, and reminder status.