# Add a Reminder

A **reminder** can be used to follow up with a donor for a specific purpose, such as a pending pledge, a declined credit card or a planned outreach. It helps ensure timely communication and keeps important follow-ups from being overlooked, allowing you to manage donor interactions in an organized and consistent way.

## To add a reminder:

Click the [**Actions** ](/overview/lists/donors/donor-card.md#actions)button in the top-right corner of the donor card.

<figure><img src="/files/l9bAThrpgV4Q0CkCwyyL" alt=""><figcaption></figcaption></figure>

1. Add a **Title** to the reminder (e.g., “Call @ declined Credit Card”).
2. Assign the reminder to a user using the **Assignee** field.&#x20;

   The assigned user will see the reminder in their **Reminders** tab and can be notified via text or email, ensuring they stay informed and take action on it.&#x20;
3. The reminder will automatically be linked to the donor for whom it is being created.
4. Optionally, link the reminder to a specific payment or pledge.
5. Set the **Date** for the reminder to trigger.
6. Choose the **Occurrence** in the **repeat** field (e.g., daily, weekly etc.).&#x20;

   A new reminder is created each time according to the schedule, even if the previous reminder hasn’t been completed.
7. Select whether to receive the notification via **Text** or **Email**.
8. Click **Save** to create the reminder.

{% hint style="info" %}
**PLEASE NOTE**:&#x20;

* The reminder will be visible **only** to the designated assignee.
* Reminders are for **internal** use only and do not notify the donor.
  {% endhint %}

The reminder will now appear in the **Reminders** tab within the donor card, where it can be easily viewed and managed.

<figure><img src="/files/gWyJkmBY3quOnihf332v" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
If a reminder is linked to a specific payment or pledge, it will appear in the corresponding payment or pledge card.
{% endhint %}

## To manage a Reminder:

You can easily manage and update your reminders by following these steps:

* Click the **small arrow** on the far right of the reminder entry.
* A panel will open on the right side of the screen, showing the reminder's details.
* **Review** all reminder details.
* **Edit** the reminder as needed.
* **Update** the assignee, adjust the time or occurrence, and add a note or comment for additional context.
* **Delete** the reminder using the trash icon at the top of the window.
* To stop a reminder from recurring, select **End Recurring**.&#x20;
* Mark the reminder **Complete** once the issue is resolved and the reminder is no longer needed.&#x20;

{% embed url="<https://drive.google.com/file/d/14MoJ_D97LSiYTYPNy7adPMRDvDqAgeMV/view?usp=sharing>" %}
Add and manage a reminder in a donors card
{% endembed %}

{% hint style="success" %}
Reminders can also be managed in the **Notifications** category, under the **Reminders** tab.
{% endhint %}


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