> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pipeline.software/llms.txt
> Use this file to discover all available pages before exploring further.

# CRM Reminders

> CRM Reminders - Pipeline knowledge base.

## CRM Reminders

The Reminders board is Pipeline's built-in CRM tool for managing follow-ups, customer engagement, and task tracking.

### Accessing Reminders

Click **Reminders** in the top navigation bar to open the reminder board.

### Reminder Board Layout

> **Screenshot:** The Reminders board showing the section headers (Overdue, Due Today, Upcoming, Open Tasks) with count badges, the "My Reminders / All" toggle, and several reminder cards with titles, due dates, and priority indicators.

The board organises reminders into sections by status:

* **Overdue** - Reminders past their due date (with count badge)
* **Due Today** - Reminders due today (with count badge)
* **Upcoming** - Future reminders (with count badge)
* **Open Tasks** - Active tasks (with count badge)
* **Completed** - Finished reminders (shown when the "Show Completed" toggle is on)

### Filtering Reminders

* **My Reminders / All** - Toggle between viewing only your reminders or the entire team's
* **Show Completed** - Toggle to reveal or hide completed items

### Creating a Reminder

1. Click **Create New**
2. Fill in the details:
   * **Title** (required) - e.g., "Follow up on trial feedback"
   * **Description** - Additional context (optional)
   * **Due Date** - When the reminder should trigger (optional)
   * **Priority** - Low, Normal, or High
   * **Assigned To** - Select a team member from the dropdown
   * **Company** - Optionally link to a CRM company
3. Click **Save**

### Managing Reminders

* Click a reminder to edit its details
* Mark a reminder as complete when the follow-up is done
* Reminders past their due date automatically appear in the Overdue section

### CRM Item Board

The reminder board also includes a CRM item view with colour-coded expiration indicators:

* **Green** - Not expired, on track
* **Amber** - Warning, approaching expiration
* **Red** - Overdue or expired

Categories show the count of items by status. Click a category to focus on that type of follow-up.