How to Use Reminders in ClickUp

Reminders in ClickUp help you stay on top of tasks, meetings, and quick to-dos so you never miss an important action item again. This guide walks you through creating, managing, and completing reminders step-by-step.

What are ClickUp reminders?

Reminders are lightweight action items you can set anywhere you work. They are ideal for simple follow-ups, quick notes with dates, or small tasks that do not need a full task structure.

Each reminder can include:

A name or short description
A due date and time
Optional assignees
Optional attachments in supported apps

Depending on the platform, reminders can optionally be converted into tasks when you need more detail, subtasks, or advanced fields.

Where you can use ClickUp reminders

You can add and work with reminders across different parts of the workspace so they fit naturally into your daily routine.

Home and Inbox reminders in ClickUp

Home is the central place for your personal action items. Inbox shows items assigned to you and important updates. On supported versions of ClickUp, reminders appear alongside tasks to keep everything in one place.

Typical use cases include:

Quick follow-ups for messages or comments
Short personal to-dos for the day
Simple deadline-based actions that do not require a full task

Reminders from docs or other areas

In supported plans and apps, you can also create reminders from other locations, such as notes or views where quick actions are helpful. When available, creating a reminder is ideal if you want a time-bound nudge without cluttering your task lists.

How to create reminders in ClickUp

Creating a reminder is quick and can be done in a few clicks or taps. The exact options can vary by platform, but the core flow is similar.

Step-by-step: create a reminder

Open the area where you want to add your reminder, such as Home or Inbox.
Look for the option labeled New reminder or a plus icon that creates a reminder.
Enter a clear title or description. Use concise language so you can recognize the reminder at a glance.
Set a due date and time if needed. This ensures your reminder appears when it matters most.
Assign the reminder to yourself or another person when supported. This is useful for delegating quick follow-ups.
Save the reminder. It will now appear in the relevant list or section.

If your workflow changes and you need more detail, you can convert supported reminders into full tasks, depending on your ClickUp plan and app version.

Managing reminders efficiently in ClickUp

Once you have reminders created, good management practices help you stay organized and avoid missed deadlines.

Edit existing reminders

To adjust a reminder:

Locate the reminder in Home, Inbox, or the relevant section.
Click or tap the reminder name to open its details.
Update the title, due date, time, or assignee as needed.
Save or close the reminder details to apply your changes.

Editing lets you refine time or ownership as your schedule changes.

Reschedule or snooze reminders

If you cannot complete an item on time, rescheduling keeps it active without losing track:

Change the due date to a future day.
Adjust the time for a more realistic completion window.
Use snooze options when available to push the reminder forward by a short period.

Rescheduling is useful when priorities shift but the reminder is still important.

Complete or clear reminders

When you finish an action item, mark the reminder as complete so your workspace stays tidy.

Find the reminder in your list or feed.
Click the checkbox or completion icon, depending on the interface.
The reminder moves out of your active list and into a completed state.

Regularly clearing completed reminders keeps your focus on what still needs attention.

Best practices for reminders in ClickUp

To get more value from reminders, follow these simple guidelines:

Use clear titles: Write short, action-focused descriptions like “Call client about contract” instead of vague phrases.
Set realistic times: Add due times that match when you are likely to act, not just the end of the day.
Limit reminder count: Avoid turning every thought into a reminder. Use them for items that truly need a nudge.
Review daily: Check your reminders each morning and adjust dates or priorities as needed.
Convert when needed: If a reminder grows into a larger effort, convert it to a task where available so you can add subtasks, statuses, and more detail.

ClickUp reminders vs. full tasks

Understanding when to use a reminder versus a task can simplify your workflow.

When to use a reminder

Short, single-step actions
Quick personal to-dos
Time-based nudges that do not need fields or statuses

When to create a task instead

Work that requires multiple steps
Items that need status tracking or custom fields
Team projects or recurring responsibility

Choosing the right option helps keep your ClickUp workspace lean and focused.

Learn more about ClickUp reminders

For the most accurate and up-to-date details about features, limitations, and plan availability, review the official documentation on the intro to reminders page.

If you are designing processes, migrations, or large-scale workspace structures around reminders and tasks, you may also want expert implementation guidance. You can explore consulting and optimization services from Consultevo to help align your workflows with best practices.

By using reminders intentionally, you can turn ClickUp into a reliable system that captures the small but important actions that keep your projects moving forward.

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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