Explorer is the universal, file-manager-style view of every reminder and folder in your workspace. It's where you find items, filter them, and take action. Unlike the Dashboard (which shows summary counts) or the Calendar (which is date-oriented), Explorer is the flat browsable list where day-to-day reminder work happens.

What Explorer shows

The Explorer table lists folders and individual reminders together. Each row shows:

  • Title — the reminder's title (or the folder's name).
  • Type — the document type (Contract, License, Insurance, etc.).
  • Custom Fields — values from the item's custom fields (e.g. Franchise ID).
  • Tags — labels attached to the item.
  • Contacts — recipients attached to the item (with a "+N more" expansion).
  • Date — the item's expiration/due date.
  • Days Left — how long until that date.
  • Active — whether the item is switched on.
  • Status — Upcoming, In Process, Completed, Expired, etc.
  • Folders / Items — for folder rows, the counts inside.
  • User — who created the item.
  • Date Created — when it was created.
  • Actions — the row's ⋯ menu.

You can show or hide columns to suit your workflow — see Show, hide, and reorder columns.

How Explorer differs from other views

  • Dashboard — high-level numbers (counts and compliance). Use it to see the state of the workspace at a glance.
  • Calendar — date-oriented; reminders shown by date on a Year/Month/Week/Day grid. Use it to see what's happening when.
  • Drive — file storage. Drive lists attachments and folders of files, not reminders themselves.
  • Explorer — the universal flat list of reminders. Use it for finding, filtering, and doing things to items.

What Explorer is good at

  • Powerful search. The Explorer search bar matches across title, folder name, document type, custom field values, tags, attached Drive file names, and numeric document IDs, plus surfaces folder and contact matches as standalone results. (It does not search reminder notes/remarks or the full text inside attachments.)
  • Filtering by reminder type, document type, status, and date period — see Filter, search, and sort.
  • Sorting by title, date, days left, and date created via the sort dropdown.
  • Bulk action — select multiple items and archive, tag, mark complete, move folder, etc. See Bulk edit reminders.
  • Exporting — for table-style screens, an Export Results button offers Copy / Excel / PDF / Print. For broader, structured exports, see the Export page under Reminders.

What happens next

  • Click any row to open the item (or use the ⋯ menu for quick actions).
  • Apply filters or search to narrow what you see — the header item count updates to reflect the filtered set.

Edge cases & gotchas

  • Explorer is per-company. The list reflects whichever company is selected in the top-right (companies don't share data).
  • Folder rows and item rows mix together. A folder row shows counts but no expiration date; an item row shows expiration data but no inner counts.
  • The header items count ("Title 151 Items Found") reflects the current filter — change the filter and it changes.
  • Archived items don't appear in the default view — they're excluded from your tracked-item count and active lists.

Related questions

  • What is Explorer? The flat, filterable list of all reminders and folders.
  • How is Explorer different from the Dashboard? Dashboard shows summary counts; Explorer is the line-by-line list.
  • How is Explorer different from Drive? Explorer lists reminders; Drive lists files/attachments.
  • What does Explorer search match? Title, folder name, document type, custom field values, tags, attached file names, numeric IDs — plus folders and contacts as standalone results. Not notes/remarks or attachment contents.
  • Why don't I see my archived items? They're hidden by default. View them in the dedicated Archive area.

Related articles

Filter, search, and sort in Explorer · Show, hide, and reorder columns · Bulk edit reminders · Export reminders · Folders vs Tags vs Departments vs Document Types