How To Create A Reminder

Schedule follow-up tasks and alerts from your Chekkit dashboard or inside a conversation. Reminders can include priority, notes, assignees, repeating schedules, and in-app notifications when they are due.

Create a reminder

1. Open Reminders

   From the sidebar, open Reminders. You can also create a reminder from inside a customer conversation.

2. Add a reminder

   Click New reminder.

3. Fill in the details

   • Reminder — what you need to remember (required)
   • When — pick a date and time, or type naturally (e.g. tomorrow at 3pm)
   • Click Add details to set optional fields:
   • Customer — link the reminder to a contact
   • Priority — None, Low, Medium, or High
   • Repeat — Does not repeat, Daily, Weekly, or Monthly
   • Assign to — optional teammate
   • Notes — optional extra context

4. Click Save reminder.

Manage reminders on the Reminders page

Reminders are grouped into:

• Overdue — past due and not completed
• Today — due today
• Upcoming — due later
• Completed — marked done

For each reminder you can:

• Mark complete — click the circle on the left
• Snooze — postpone with presets: In 1 hour, In 3 hours, Tomorrow morning, or Next week
• Edit — change text, schedule, priority, repeat, assignee, or notes
• Delete — remove the reminder

In-app notifications

When a reminder becomes due, Chekkit shows a notification in the dashboard with a View link that opens the Reminders page. You do not need a separate calendar app for basic follow-ups.

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Hopefully this helps you get everything running. If you have any difficulties or other questions, contact us at support@chekkit.io!