Where do I find Reminders & Tasks?
In the left sidebar, click Reminders & Tasks.
The header reads: Reminders & Tasks
Stay on top of your follow-ups, tasks, and important dates.
The page lists every reminder you can see, with a + New Reminder button in the top-right corner.
How do the tabs work?
Six tabs filter the list:
Mine — Only reminders you created or own (the default view)
All — Every reminder in the workspace you have access to
Overdue — Reminders past their due date that are still open
Due Today — Reminders due before midnight today
Upcoming — Reminders with a future due date
Completed — Reminders you've marked done
The empty state for Mine reads "No reminders yet. Create your first reminder to stay on top of things."
How do I create a reminder?
Click + New Reminder in the top right. The New Reminder modal opens.
Fill in the fields:
Title (required) — short label for the reminder. Example placeholder: "Call client about proposal"
Description (optional) — additional details
Due Date & Time (optional) — date/time picker. The helper text reads "Leave empty for generic todos, set for time-bound reminders." Leave it empty to create a to-do without a due date.
Priority (optional) — choose Low, Medium, High, or Urgent from the dropdown.
Click Save to create the reminder, or Cancel to discard.
After saving, the reminder appears in the list under whichever tab matches its due date.
What does Priority change?
Priority is primarily a sorting and filtering aid. Urgent also has a downstream effect: if you turn on the Urgent Reminder Overdue Email notification (Settings → Notifications), Introzy emails you when an urgent reminder you created becomes overdue by more than one hour. The email fires once per reminder.
How do I mark a reminder complete?
Find the reminder in the Mine, All, Overdue, Due Today, or Upcoming tab. Click the checkbox or Complete action on the reminder row. The reminder moves to the Completed tab and is removed from active views.
Can I edit or delete a reminder?
Yes. Click the reminder row to open it, then edit the fields you need to change and save. To delete, use the delete control in the row's menu. Deletion is permanent and only acts on your own reminders.
How do reminders connect to referrals?
You can attach a reminder to a specific referral directly from the deal slideout. Open any deal card in a pipeline, scroll to the Reminders section, and add a reminder there. The reminder is then linked to the deal — it shows up under both the deal's Reminders section and your global Reminders & Tasks list.
The deal slideout also has its own Tasks, Notes, and Documents sections, so the deal record is the single place to capture follow-up context.
You can still create freestanding reminders from the + New Reminder button on the Reminders & Tasks page — those aren't linked to any deal and are useful for general to-dos. If you want a deal-linked reminder, create it from the deal slideout instead.
Can I see reminders other people created?
Use the All tab to see every reminder in the workspace you have access to. The Mine tab filters to reminders you created.
Frequently asked questions
Are reminders private to me?
Reminders you create are visible in the workspace. Other workspace members can see them under the All tab. Mine vs. All controls visibility, not privacy.
Will Introzy email me when a reminder is due?
Only if it's marked Urgent and you've enabled Urgent Reminder Overdue Email in Settings → Notifications. The email is sent when the reminder becomes overdue by more than one hour, and it fires once per reminder. Other priority levels don't trigger emails.
Can I create recurring reminders?
No. Each reminder is a single-instance record. Create a new reminder each time you need to repeat a follow-up.
Can I attach a file or link to a reminder?
No. Reminders support a Title, Description, Due Date & Time, and Priority only. If you need to attach a document, do it from the deal slideout's Documents section instead.
What time zone does the Due Date & Time use?
The picker uses your browser's local time zone. The list view shows the same local time.
Can I filter the list by priority or by company?
The built-in tabs filter by ownership (Mine / All) and due date (Overdue, Due Today, Upcoming, Completed). Filtering by priority or company is not currently supported.
Troubleshooting
A reminder I created isn't in the Mine tab
Cause: You're viewing a tab that filters by due date (Overdue, Due Today, Upcoming) and the reminder doesn't match. Or the reminder was already completed.
Solution: Switch to Mine to see all reminders you own, or Completed if you've already finished it.
The Due Date & Time field shows the wrong time zone
Cause: The picker uses your browser's local time zone.
Solution: Update your computer's time zone, then refresh Introzy. The picker will reflect the new zone.
I'm not getting urgent reminder emails
Cause: Urgent Reminder Overdue Email is off, or Send all notification emails (the master switch in Settings → Notifications) is off.
Solution: Go to Settings → Notifications and confirm both toggles are on. Remember the email fires only when a reminder is marked Urgent and is more than an hour overdue.