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Delete and Restore a Reminder

In Explorer, open the reminder's row action menu and choose Delete. Confirm the dialog. The reminder moves to the Recycle Bin (it's not gone permanently). To restore, open the Recycle Bin from the Explorer page and use the restore action. To permanently delete, use Empty Recycle Bin — that action is irreversible. You need the Explorer Delete permission.

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Trello Integration

The Trello integration turns Remindax reminders into Trello cards on the board your team already works from. When a reminder rule fires, a card with the item's title, due date, notes, and a link back to Remindax shows up on the list you chose — ready to assign, comment on, and complete.

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Slack Integration

The Slack integration posts Remindax reminder notifications to a Slack channel you choose, and exposes a /remindax slash command so anyone in the workspace can pull dashboard metrics or kick off a new reminder without leaving Slack. Connect via Slack OAuth, pick the default channel, and toggle Slack on per reminder.

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Your First 30 Days — What to Expect

Most teams settle into Remindax within 30 days. Week 1 is setup and migration. Week 2 is real usage and tweaking. Weeks 3–4 are habit-building: checking the Dashboard daily, reviewing the Inbox, watching notifications fire, and seeing your Compliance % stabilise. By day 30 you should have full confidence that nothing's slipping through and the team has internalised the workflow.

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How Notifications & Sequences Fit Together

Every reminder sends its notifications according to a sequence — an ordered set of steps. Each step says how many days before or after the date to send, at what time, through which channel or channels (Email, SMS, WhatsApp), using which templates, and to which recipients. You can save multiple named sequences and choose one per item, and you can set a default sequence in Settings so new reminders are configured automatically.

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Google Calendar Integration

The Google Calendar integration pushes your Remindax reminders into a Google Calendar you choose, so expirations, due dates, appointments, and events show up next to the rest of your day. Connect via Google OAuth, pick the destination calendar, and Remindax creates an event for each reminder — with title, due date, notes, and a link back to the item.

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How to Edit a Reminder

Open the reminder from Explorer to reach its detail page, then click the Edit icon in the Item Details section. From there you can change the title, expiration date, document type, custom fields, recipients, sequence, notes, attachments — almost everything. Save your changes. To edit you need either Admin access or the Explorer Update permission.

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How to Create a Reminder

Click New Reminder at the top of the app and choose the type (Expiration, Due Date, Appointment, Event, or Document Upload). Fill in the document title, expiration date, and document type (these are required), then set or accept the reminder sequence and recipients, and save. The new item immediately starts following its sequence.