How to Set Personal Reminders in NIZU ERP/CRM

Personal reminders in NIZU help you stay on top of important tasks, meetings, or follow-ups without relying on external tools. They are linked to your account only, meaning no one else can see them unless you share them.

Steps to Create a Personal Reminder

1. Log in to your NIZU WorkSpace

   • Enter your credentials on your company’s NIZU portal.

2. Navigate to the Reminder Section

   • On the left-hand sidebar, select Reminders (located under the Productivity or Tools menu).

3. Add a New Reminder

   • Click the “+ New Reminder” button.

4. Fill in Reminder Details

   • Title: Give your reminder a clear, descriptive name (e.g., “Call supplier at 3 PM”).

   • Date & Time: Select when you want the reminder to notify you.

   • Notes (optional): Add extra details or context.

5. Save the Reminder

   • Press Save to confirm.

   • Your reminder will now appear in your personal list.

Viewing and Managing Reminders

• All your reminders are visible in the Reminders dashboard.

• You can edit, reschedule, or delete reminders at any time.

• Notifications will appear directly within NIZU, and depending on your settings, can also be sent to your email.

Tips for Best Use

• Use reminders for daily tasks like calls, document approvals, and client follow-ups.

• Combine reminders with tasks in NIZU for better project management.

• If you’re often on the move, enable email notifications so you don’t miss alerts.