# Reminders

https://docs.wisecp.com/de/reminders

Your own reminder list: write a note, pick the moment it should reach you, and the system sends it to you by email or SMS.

## Opening the Screen

Open **Tools** in the menu and choose **Reminders**: `{admin}/tools/reminders`

## What Is on the Screen

The list holds your own reminders. Another staff member's reminders never appear here, and you cannot write one for someone else. The **Create New Reminder** button above the list opens an empty reminder window.

- **List**: One row per reminder, active ones at the top. The columns are the text, the period, the creation date and the status.
- **Reminder Text**: A long note is shortened in the cell. Hover over it to read all of it.
- **Period**: One-time or Recurring, with the chosen moment written underneath.
- **Row menu**: **Edit** reopens the reminder window. **Delete** removes the row.
- **Search**: The box above the list looks inside the reminder text.
- **Page size and download**: Beside the search box sit the page-size menu and the download button. The download saves the filtered list as a CSV, JSON or XML file, and needs the table export privilege.

## Fields

- **Reminder Text**: What you want to read when the reminder arrives. Required.
- **Status**: Active or Inactive. A new reminder starts as Active; an inactive one stays in the list and sends nothing.
- **Period**: One-time or Recurring. A new reminder starts as One-time.
- **Reminder Time**: The box under this label follows the period: a single date for One-time, a repeating pattern for Recurring.
- **Date and time (One-time)**: The single moment the reminder goes out. Required while the period is One-time.
- **Month (Recurring)**: A month of the year, or **Every Month**. Starts on Every Month.
- **Day (Recurring)**: A day of the month, or **Every Day**. Starts on Every Day.
- **Time (Recurring)**: The clock time the reminder goes out. Set it: a recurring reminder with no time never leaves.
- **Apply to Selected**: Above the list, for rows you tick. Its only entry is **Delete**.

## Tasks

### Create a reminder

1. Click the **Create New Reminder** button above the list.
2. Write the text, then choose One-time or Recurring.
3. Fill the time: a date and a clock time for One-time, month, day and clock time for Recurring.
4. Click **Create**. The reminder joins the list as Active and waits for its moment.

### Edit a reminder

1. Open the row menu and choose **Edit**.
2. Change the text, the status or the timing.
3. Click **Save Changes**. The row takes the new values at once.

### Delete reminders

1. For one reminder, choose **Delete** in its row menu.
2. For several, tick the rows and choose **Delete** under **Apply to Selected**.
3. Confirm the window. Deleting more than one asks for your password first.

## Things to Watch

> **A one-time reminder turns Inactive after it leaves**
> 
> It stays in the list with its text, so you can read what it said. To use it again, give it a new time and set the status back to Active.

> **Delivery follows the notification settings**
> 
> Email and SMS both come from the reminder notification template. If that template is off, or its email and SMS channels are closed, nothing arrives. SMS also needs a mobile number on your own staff record.

> **Deleting cannot be undone**
> 
> A removed reminder cannot be brought back. Where you only want it to stop, set its status to Inactive instead: the text stays and nothing goes out.

## Required Privileges

The screen, the reminder window and deleting all need `TOOLS_REMINDERS`.

## Related Articles

- [Task Planner](https://docs.wisecp.com/en/task-planner)
- [Notification Queue](https://docs.wisecp.com/en/notification-delivery-queue)
- [SMS Logs](https://docs.wisecp.com/en/sms-logs)