Accessing Reminders & Tasks
Click Reminders & Tasks in the left sidebar. A red badge on the icon shows how many items are currently overdue.
Understanding the View
The Reminders & Tasks page organizes your items into four tabs:
All — Every reminder, regardless of status
Overdue — Items past their due date (shown with a red badge count)
Due Today — Items due on today's date
Upcoming — Future reminders not yet due
Completed — Reminders you've marked as done
Each reminder card displays:
Title — A short description of the action
Description — Optional additional context or notes
Status badge — Overdue (red) or Completed (green)
Due date and time — Shown in red if overdue
Created by / assigned user and the date it was created
Priority flag — Shown in the top-right corner (High, Medium, etc.)
Creating a Reminder
From the Reminders & Tasks page
Go to Reminders & Tasks in the left sidebar.
Click + New Reminder.
Fill in the fields:
Title (required) — A clear, action-oriented name (e.g., "Call client about proposal")
Description (optional) — Additional context or notes about the task
Due Date & Time (optional) — Leave empty for a generic to-do with no deadline; set a date and time for a time-bound reminder
Priority (optional) — Choose from None, Low, Medium, High, or Urgent
Click Save.
Tip: Reminders without a due date work great for general tasks or action items that don't have a deadline. Reminders with a due date will appear in the Due Today and Overdue tabs automatically.
From a Contact or Deal page
You can also create reminders directly from a contact or deal record so they're linked to that relationship:
Open a Contact (People or Company) or Deal record.
Scroll down to the Reminders & Tasks section on the record.
Click + Add Reminder.
Fill in the same fields (Title, Description, Due Date & Time, Priority) and click Save.
The reminder will appear both on the record and in the main Reminders & Tasks page.
Managing Your Reminders
Each reminder card has four action icons that appear on hover:
Icon | Action | Description |
✓ | Complete | Marks the reminder as done and moves it to the Completed tab |
🕐 | Snooze / Reschedule | Snoozes the reminder or changes its due date and time |
✏️ | Edit | Opens the reminder to update any field |
🗑️ | Delete | Permanently removes the reminder |
Editing a Reminder
Hover over the reminder card and click the pencil icon.
Update the Title, Description, Due Date & Time, or Priority as needed.
Click Save.
Marking a Reminder Complete
Click the checkmark icon on the reminder card. Completed items are crossed out and move to the Completed tab for your records.
Deleting a Reminder
Click the trash icon on the reminder card. Deleted reminders are permanently removed and cannot be recovered.
Priority Levels
Use priority to signal urgency and focus your attention on what matters most:
Priority | When to Use |
None | Default — no urgency assigned |
Low | Nice-to-do, not time sensitive |
Medium | Should be done soon |
High | Important, needs timely attention |
Urgent | Drop everything — act now |
Priority is displayed as a colored flag in the top-right corner of each reminder card.
Staying on Top of Overdue Items
When reminders pass their due date without being completed, they automatically move to the Overdue tab. The sidebar badge on Reminders & Tasks updates in real time to show your current overdue count.
To clear your overdue list:
Complete items you've finished
Snooze items you need to push back
Edit items to update their due date if the timeline changed
Delete items that are no longer relevant
AI-Suggested Reminders
When you open a deal from a pipeline view, Introzy can automatically suggest a relevant reminder based on the deal's current stage and activity history.
How It Works
In the deal slideout under Reminders & Tasks, you may see a Suggested Reminder card marked with a sparkle icon (✦). This suggestion is generated by Introzy's AI, which analyzes context like how long the deal has been in its current stage and what the natural next step would be.
Each suggested reminder includes:
A recommended title — a clear, action-oriented task (e.g., "Schedule discovery call with Ann Apple")
A reason — a brief explanation of why this follow-up makes sense right now
A suggested due date — typically set for the near term to keep deals moving
Accepting or Dismissing a Suggestion
Click Add Reminder (with the sparkle icon) to accept the suggestion and save it to your Reminders & Tasks list.
Click the ✕ in the top-right corner of the suggestion card to dismiss it if it's not relevant.
Accepted suggestions appear in your main Reminders & Tasks list just like any manually created reminder, and will show up in the appropriate tab (Due Today, Upcoming, etc.) based on the suggested due date.
Tip: AI suggestions are a great starting point — you can always edit the reminder after accepting it to adjust the title, due date, or priority to fit your workflow.
Tips for Effective Use
Create reminders right after a call or meeting — while context is fresh, add a follow-up reminder so you don't rely on memory.
Use descriptions to capture context — notes like "she mentioned she's traveling until the 15th" make future follow-ups much more effective.
Link reminders to contacts and deals — creating reminders from a record keeps your history organized and makes it easy to see outstanding tasks on each relationship.
Check the Overdue tab daily — a quick daily review of overdue items keeps your pipeline healthy and ensures no follow-up falls through the cracks.
Use priority flags sparingly — if everything is High, nothing is. Reserve Urgent for items that truly can't wait.
Frequently Asked Questions
Can I create a reminder without a due date? Yes. Leave the Due Date & Time field empty to create a general task that will appear in the All tab but won't show up as overdue.
Where do I see reminders linked to a specific contact or deal? Open the contact or deal record and scroll to the Reminders & Tasks section. It shows all reminders associated with that record.
What happens when I snooze a reminder? Snoozing lets you push a reminder to a later time or change its due date entirely. The reminder will reappear in the appropriate tab (Due Today or Upcoming) based on the updated date.
Where do AI-suggested reminders come from? Introzy analyzes your deal's stage, time elapsed, and activity to suggest a timely follow-up. Suggestions appear automatically in the Reminders & Tasks section of the deal slideout when you open a deal from a pipeline view.
Can multiple team members see the same reminders? Reminders are visible to team members based on your organization's access settings. The reminder card shows which user created it.