Where to Find Reminders
- Open Assets.
- Select an asset.
- Use the Reminders panel on the asset detail page.
There is not a separate Reminders sidebar page; reminders live with the asset they belong to.
Creating a Reminder
- Open an asset and click + New Reminder.
- Fill in:
- title
- description
- date and time
- reminder type
- recurring on or off
- frequency and interval when recurring
- delivery channels: Dashboard, Email, and/or Push
- Save it.
A few notes:
- times use your tenant business timezone
- Dashboard is the default delivery channel
- Email and Push are optional
- reminder types include Custom, Maintenance, Oil Change, Inspection, Registration, and Service Visit
Recurring Reminders
Recurring reminders can repeat daily, weekly, monthly, or yearly. The interval lets you skip by more than one period, so monthly reminders can become every 2 months, every 3 months, and so on.
Each reminder keeps its own schedule, and Apex tracks the next occurrence separately.
Reminder Alerts
When a dashboard reminder is due and still unacknowledged:
- the web app shows it in the calendar alert area
- the mobile app shows it in the Assets alert banner
- alerts are sorted by scheduled time
Only reminders with the Dashboard channel selected feed that visible alert area. Email and Push are delivery options, not the banner itself.
Gotchas
- Reminder alerts only appear for the dashboard channel.
- If you leave every delivery channel off, Apex blocks the save.
- Editing an existing reminder keeps its stored timezone.
- Deleting a reminder removes that reminder; it does not create a replacement occurrence.