⏰ Why schedule a reminder?
During a conversation, a prospect might ask you to reach out later. To make sure you don’t forget, Kanbox lets you schedule a reminder directly in the inbox.
📝 How to add a reminder from a member profile
From a member’s profile, click the “Remind me” button.
You can then choose a predefined delay or set a custom date.
🔎 Filter users with scheduled reminders
Inside the inbox, use the dedicated filter to display only members with active reminders.
When the reminder date arrives or is overdue:
a notification badge appears next to the filter,
affected members are highlighted with a light blue background for visibility.
🛠️ Edit or remove a reminder
There are three ways to manage a reminder:
from the member’s profile page,
via the member list,
through a batch action.