This article is for users of Folio. Using Folio for Real Estate? Learn more here.
When you add an item to a timeline – whether that’s an event, note, or task – you can set up email reminders for the item. These email reminders will come from Folio and are separate from any reminders that come from your external calendar.
Here’s an example of what the reminder would look like:
Who will receive the email reminder?
Our reminders system will respect your timeline item’s visibility settings. So if the item is private, the reminder will only be sent to you. If the item is visible to everyone on the shared timeline, the reminder will be sent to you and anyone with whom the timeline has been shared.
Add a reminder
You can set up a reminder for your timeline item anytime.
- When you create or edit a timeline item, click on the item’s “Set date” section.
- Click on “set times or reminder”. Select “set reminder”.
- Select the desired reminder timing from the dropdown menu.
- Click the “save” button.