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Create Reminders in ClickUp

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Create Reminders in ClickUp

Using reminders in ClickUp helps you keep track of quick tasks, due dates, and follow-ups without creating full tasks right away. This guide explains every way to create, edit, and manage reminders so you can stay organized and on time.

What reminders are in ClickUp

Reminders in ClickUp are lightweight, actionable notes that you can turn into tasks when needed. They support dates, times, recurring schedules, and assignees, making them ideal for personal to-dos or quick follow-ups.

You can:

  • Create simple reminders with or without a due date
  • Add details like descriptions and attachments
  • Assign reminders to yourself or others
  • Turn reminders into tasks later

Where reminders appear in ClickUp

When you add a reminder in ClickUp, you can choose where it appears so you can access it quickly from your preferred workspace views.

Reminders can show up in:

  • Home: to see all your upcoming reminders alongside tasks
  • Calendar view: to visualize time-based reminders by day, week, or month
  • Notifications: to get alerts when a reminder is due
  • Assigned comments: if the reminder is connected to a comment action

How to create a reminder in ClickUp

You can create a reminder in ClickUp from multiple locations. The options you see may vary slightly depending on your plan and settings, but the core steps are the same.

Create a quick reminder from the sidebar

  1. Open your workspace and look at the left sidebar.
  2. Click the + icon or the option for adding a Reminder.
  3. Type a short title that describes what you need to remember.
  4. Optionally, add a description with more context.
  5. Set a due date and time if you want a specific reminder alert.
  6. Click Save or the confirmation button to create it.

This is one of the fastest ways to capture ideas and quick to-dos in ClickUp.

Create a reminder from Home in ClickUp

  1. Go to Home in ClickUp.
  2. Find the section dedicated to reminders or quick tasks.
  3. Click the option to add a new reminder.
  4. Enter the reminder name and any extra details.
  5. Add a date and time if you want it scheduled.
  6. Save your reminder.

Home is useful when you want to review all of your tasks and reminders in one place.

Create a reminder from your profile or tray

  1. Open the user menu or tray in the top corner of ClickUp.
  2. Choose the option to create a new reminder.
  3. Type the reminder text.
  4. Set a date, time, and recurrence if needed.
  5. Save the reminder so it appears in your lists and views.

This approach is convenient when you are moving between different ClickUp views but want a consistent place to add quick reminders.

Setting date, time, and recurrence in ClickUp reminders

To ensure you never miss important work, configure the scheduling options on each reminder in ClickUp.

Add a date and time to a reminder in ClickUp

  1. Create or open an existing reminder.
  2. Click the date field or calendar icon.
  3. Select a due date from the calendar.
  4. If you need a specific time, add the hour and minute.
  5. Confirm to save the schedule.

Once scheduled, the reminder will appear on your calendar and in other time-based views in ClickUp.

Make recurring reminders in ClickUp

  1. Open the reminder you want to repeat.
  2. Find and click the Repeat or Recurring option.
  3. Choose how often it repeats, such as daily, weekly, or monthly.
  4. Set an end date or select an option for it to repeat indefinitely.
  5. Save your changes.

Recurring reminders in ClickUp are helpful for regular check-ins, reports, or maintenance tasks.

Assign and collaborate with reminders in ClickUp

Reminders are not limited to personal use. In ClickUp, you can collaborate by assigning reminders to yourself or other workspace members.

Assign a reminder in ClickUp

  1. Open a reminder from any view.
  2. Click the assignee field or avatar icon.
  3. Choose one or more assignees from the list.
  4. Save the reminder.

Assigned reminders send alerts to the selected people when dates and times are configured, ensuring that ownership and responsibility are clear.

Add details and attachments in ClickUp reminders

To give reminders more context, you can enrich them with additional information.

  • Description: Add a clear explanation of what needs to be done.
  • Attachments: Include files, screenshots, or documents if supported in your ClickUp plan.
  • Links: Add relevant links to tasks, docs, or external resources.

Well-documented reminders are easier to convert into full tasks later in ClickUp.

Manage reminders efficiently in ClickUp

After you create reminders, manage them regularly so your workspace stays organized and accurate.

Edit reminders in ClickUp

  1. Locate the reminder in Home, Calendar, or another view.
  2. Click to open the reminder.
  3. Update the title, date, time, assignee, or description.
  4. Save to apply your changes.

Editing reminders in ClickUp keeps your time-sensitive information up to date.

Mark reminders complete in ClickUp

  1. Open the reminder you have finished.
  2. Click the checkbox or completion icon.
  3. Confirm if asked to mark the reminder as done.

Completed reminders can still be visible historically, depending on your filters, but they will no longer appear as active items in ClickUp.

Convert a reminder to a task in ClickUp

  1. Open a reminder that has grown into a larger piece of work.
  2. Click the option to Convert to task or similar.
  3. Choose the Space, Folder, and List where the new task should live.
  4. Review task details such as assignee, priority, and custom fields.
  5. Confirm to create the task.

Once converted, the reminder becomes a standard task, allowing you to use the full project management features of ClickUp.

Tips for using reminders effectively in ClickUp

To get the most from reminders in ClickUp, adopt a few simple habits.

  • Capture ideas immediately as reminders so you do not forget them.
  • Review your reminders at the start and end of each day.
  • Convert recurring work into recurring reminders to reduce manual scheduling.
  • Turn important reminders into tasks when they require multiple steps, collaboration, or reporting.
  • Use filters and views in ClickUp to see only upcoming or overdue reminders.

More resources on ClickUp reminders

For additional details and the latest interface updates, review the official documentation for creating reminders here: Create a reminder in ClickUp.

If you want help optimizing your workflows, automations, or documentation strategy around ClickUp and other tools, you can also explore expert consulting services at Consultevo.

By setting up reminders thoughtfully and reviewing them regularly, you can turn ClickUp into a reliable system that keeps your work on track and your deadlines under control.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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