Using Reminders

Overview

Pivott's Reminders feature helps your team stay on top of key dates and tasks related to vendors, properties, and contracts. You can receive reminders via email and in-app notifications, mark them as completed, track who completed them, and manage reminders through a calendar view.

Creating a New Reminder

1. Go to the Home Page and navigate to the Reminders section.

2. Click Add Reminder.

3. Search for and select a Property, Vendor, or Contract to associate with the reminder.
4. Based on your selection:
   • Vendor or Property:
     • Enter a brief description of the task.
     • Select the date the reminder should be sent.
   • Contract:
     • Enter a brief description.
     • Choose when to send the reminder:
       • A certain number of days before, on, or after the contract start or end date, or
       • A specific date

4. Click Save Reminder.
5. Use the downward arrow to:
   • Duplicate Entry, or
   • Add Another Entry

Editing an Existing Reminder

1. Find the reminder in the Reminders list.
2. Click the Edit icon.
3. Make any necessary changes.
4. Click Save Reminder to confirm updates.

Deleting a Reminder

1. Click the Delete (trash) icon next to the reminder.
2. Confirm by clicking Delete in the pop-up.

Notifications and Email Reminders

In-App Notifications

1. Click the bell icon in the top right corner to view reminders.
2. You can:
   1. Click Mark As Read, or
   2. Delete them by clicking the trash icon.

Email Reminders

• Users receive Reminder Digests summarizing upcoming tasks.

• Digest frequency can be:
  • Weekly
  • Monthly
  • Custom
• To configure digest settings for your organization, please contact your Account Manager or email help@pivott.io — we'll help you get set up!

Reminders as Tasks

Key Features

• Click the circle next to a reminder to mark it as complete.
• Completed reminders are automatically hidden from the main list.
• Toggle to view completed reminders at any time.
• View the user and timestamp of who completed the reminder.
• Applies across all reminder locations — Vendors, Properties, and Contracts.

Calendar Integration

• Completed reminders are visible in the Calendar View.
• If synced with Google or Outlook, completed tasks will also show as "completed" in your calendar.