Onboarding Steps
1WelcomeUnderstand the platform2Create AccountRegister and verify access3Workspace TourLearn the main navigation4Create DatasetBuild your first Dataset5Dataset ElementsChoose the right field types6Manage RecordsAdd, edit and organise data7Preset DropdownsReuse searchable option lists8Child DataCapture repeating sub-records9SharingCollaborate with clear ownership10RemindersTrack important dates11AnalyticsVisualise and calculate data12Plans & LimitsUnderstand plan allowances13Best PracticesBuild reliable Datasets14FAQAnswers to common questions15CompleteStart building with confidence
Step 10 of 15
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Quiixo DataPro

Use Date Reminders

A Date Reminder element surfaces important dates on the Reminders page.

Set meaningful dates

Use reminder dates for renewals, follow-ups, appointments or deadlines.

Open the source record

A reminder links back to the relevant Dataset record.

Ignore when appropriate

Ignoring hides the reminder without deleting the original record.

Practical tip

Keep the record date accurate; reminders are generated from saved values.

Key points

  • Set meaningful dates: Use reminder dates for renewals, follow-ups, appointments or deadlines.
  • Open the source record: A reminder links back to the relevant Dataset record.
  • Ignore when appropriate: Ignoring hides the reminder without deleting the original record.
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