Reminders

A reminder is a task assigned to a user, such as chasing a viewing response, obtaining a signed agreement, or checking an overdue balance.

Create a reminder

Open Reminders and enter a title, an optional due date, High/Medium/Low priority, and notes. Attach files when useful. Associates can only assign reminders to themselves.

Track reminders

Open reminders assigned to you count towards Open reminders on Home, which links to their list. Due dates that have passed on open reminders are shown in red. Reminders are not in the schedule or the calendar feed, and AvaroAI does not email them.

Complete a reminder

Use Mark completed when the work is done, or Mark incomplete if a reminder was completed by mistake.

Archive a reminder

Completed reminders are archived automatically 90 days after they were completed. Marking a reminder incomplete keeps it from being archived. You can also archive a reminder yourself from its Actions menu. Toggle Archived on the Reminders list to find and restore one.