What You'll Learn
How to add task reminders for projects and companies
How to view upcoming and past reminders
How to manage your reminder system
Why Use Reminders
Track follow-up tasks for projects
Set reminders for company outreach
Monitor construction start dates
Manage your sales process timeline
Get email notifications for important dates
Adding Reminders
Method 1: From Search Results
Go to Search and find a project or company
Click the three-dot menu on the project/company card
Select Add Reminder
Fill out the form:
Subject: Brief title for your reminder
Description: Additional details
Date: When you want to be reminded
Reminder Time: How far in advance (e.g., "50 minutes before")
Click Save
Method 2: From Project/Company Pages
Click on a project or company to open its page
Go to the Reminders tab (last tab)
Click Add Reminder
Fill out the same form as above
Click Save
Viewing Your Reminders
Dashboard
See upcoming tasks and reminders directly on your dashboard
Reminders Section
Click Saved in the top navigation
Go to the Reminders tab (third tab)
View two sections:
Future Reminders: Upcoming tasks
Past Reminders: Completed tasks
What You'll See
Project/company name
Reminder type and priority
Status and date
Days in advance countdown
Common Use Cases
Follow up on tender submissions
Check if construction has started
Schedule company outreach
Track project milestone dates
Set sales process reminders
Tips
Set reminders for different time periods (hours, days, weeks)
Use descriptive subjects to remember what the reminder is for
Check your dashboard regularly for upcoming tasks
Use the reminders section to see your full schedule
That's it! You can now stay on top of all your important tasks and deadlines.