Reminders

Create a Reminder

To create a reminder:

• Go to a vendor's profile
• Click Reminders
• Add a title like "SOC 2 renewal"
• Set the date you want to be notified

You’ll get an email alert when the date arrives.

Recurring Reminders (Paid Plans)

If you have tasks that repeat — like annual renewals — you can set recurring reminders to save time.