1WelcomeUnderstand the platform 2Create AccountRegister and verify access 3Workspace TourLearn the main navigation 4Create DatasetBuild your first Dataset 5Dataset ElementsChoose the right field types 6ContainersOrganise related Datasets 7Manage RecordsAdd, edit and organise data 8Preset DropdownsManage searchable Dataset choices 9Child DataCapture repeating sub-records 10SharingCollaborate with clear ownership 11RemindersTrack important dates 12Reports & InsightsReview and understand data 13Workspace ToolsTasks, reminders and utilities 14Plans & LimitsUnderstand plan allowances 15Best PracticesBuild reliable Datasets 16FAQAnswers to common questions 17CompleteStart building with confidence

Step 11 of 17

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Data Workspace Guide

Use Date Reminders

Set a date reminder directly on any record and review it on the Reminders page.

Set it on the record

Use the bell action on a record, then choose a date, title and optional note.

Open the source record

A reminder opens the relevant Dataset record in a focused modal.

Remove safely

Removing a reminder never deletes the original record.

Practical tip

Use a clear title and note so the reminder is meaningful when it appears later.

Key points

Set meaningful dates: Use record reminders for renewals, follow-ups, appointments or deadlines.
Open the source record: View the complete record directly from Date Reminders.
Remove safely: Removing a reminder does not change or delete the record.