Reminders overview

  • Updated

Never forget anything ever again with Reminders!

Use reminders to quickly create smaller action items that don't require a task. You can create them for yourself or delegate them.

What you'll need

Create a reminder

You can create reminders throughout the platform.

  1. There are several ways to create a reminder:

    • From anywhere in your Workspace, use the r hotkey.

    • Click the Quick Action button next to + Task in the lower right-hand corner of your screen and select Reminder!

    • From the My Work section of Home, hover over the relevant section and click + Reminder.

      • Tip: Reminders created from Home while offline sync as soon as you're connected!

    • From the My Work section of any Profile, hover over the relevant section and click + Reminder.

    • From a comment.

  2. Customize your reminder:

    Screenshot of the reminder creation window.
    • Reminder name: Name your reminder.

    • Attachments: Add files that are related to your reminder.

      • Note: There is a 1 GB file size limit for attachments.

    • Reminder date: Set the date for the reminder. It is set to today by default.

    • Assignee: By default, a reminder is assigned to you and remains private. You can delegate a reminder by changing the assignee.

    • Notify me: Customize notification options for your reminder. Options include:

      • On due date

      • 10 minutes before

      • 1 hour before

      • Custom...

      • Don't notify

  3. Once you've set the parameters of your new reminder, click Save to finalize!

Mobile users with Apple devices can also create ClickUp reminders with Siri.

View your reminders

You can view all your existing reminders alongside tasks in the My Work section of your Home or Profile.

They are also shown in the Agenda section of your Home or Profile if they are set to notify you at a specific time.

Note: Reminders are not associated with individual Workspaces. If you need to create something for a specific Workspace, convert your reminder to a task instead. The below options explain how to do so.

Reminder options

Hover over any reminder in Home or Profiles to mark it as complete, convert it to a task, and more.

Options include:

  • Done: Mark a reminder as complete.

  • Snooze reminder: Change a reminder's due date and time.

  • Add to List: Convert a reminder to a task by adding it to a List.

  • Delegate: Assign the reminder to someone else.

  • Delete: Permanently delete the reminder.

    • Warning: Deleted reminders cannot be recovered.

  • Notify me: Adjust the reminder's notification settings.

Screenshot of 'My work' section on the Home page highlighting the reminder action bar.

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