Notifications & Reminders

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Overview

Relate provides the following notification and reminder features:

• Notes
• Emails
• Tasks

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How it works

You can set reminders by clicking the ... in the top right corner of notes, emails, and tasks. You can set reminders from anywhere where notes, emails, and tasks are displayed.

You can quickly set reminders for 1 hour later, tomorrow, next week, or one month later. If you need a specific reminder schedule, you can click Custom... to set it.

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Slack Notifications Setup

You can receive notifications for events occurring in Relate through Slack. For instructions on setting up Slack notifications, please check the Slack Integration Guide.