Remindax gives you four ways to organize reminders, and they stack rather than compete:
- Folder — where a reminder is stored (one folder per reminder; folders can be nested).
- Tag — a flexible label attached freely (many tags per reminder).
- Department — which internal team owns it (org structure and reporting).
- Document Type — what kind of document it is. This is mandatory, and it drives templates and compliance reports.
A single reminder typically has one folder, one (required) document type, optionally one department, and any number of tags — all at once.
The four axes in detail
Folder — location. Folders form a hierarchy you navigate in Explorer and Drive, and they can be nested (folders within folders). A reminder sits in exactly one folder. Use folders for your primary filing structure (by client, by year, by site). Deleting a folder soft-deletes everything inside it, including its reminders.
Tag — flexible cross-cutting label. Tags don't move a reminder; they label it. A reminder can carry many tags, and tags cut across folders. Use tags for cross-cutting or temporary groupings you'll filter and report on.
Department — internal team or function. Departments represent your org structure (HR, Finance, Legal, Operations). Use them to filter and report by team.
Document Type — the kind of document. Required on every reminder. The document type (License, Insurance, Contract, Audit) is the nature of the item, drives template selection, and is the backbone of compliance reporting. Managed under Manage → Document Types. You can't delete a document type while any item still uses it — reassign or remove those items first.
Quick decision guide
| You want to… | Use a… |
|---|---|
| File a reminder in a place | Folder |
| Label something for flexible filtering | Tag |
| Say which team owns it | Department |
| Say what kind of document it is | Document Type (required) |
What happens next
- Folders and tags both appear as filters in Explorer.
- Document Type appears in the dashboard's Document Type Usage chart and in compliance reporting.
Edge cases & gotchas
- A reminder can be in a folder and carry tags and have a department and a document type at the same time — these are independent.
- Deleting a folder soft-deletes its contents (recoverable as soft-deleted items).
- A document type can't be deleted while it's still in use.
Related questions
- Tags vs folders — what's the difference? A folder is one location; tags are many flexible labels.
- Do I have to pick a document type? Yes — it's mandatory.
- Can a reminder be in two folders? No — one folder. Use tags for cross-cutting grouping.
- What happens if I delete a folder? Everything inside it is soft-deleted.
- Why can't I delete this document type? It's still assigned to items; remove those associations first.
Related articles
Glossary · Tags · Document Types · Departments · Explorer