Overview

Reminders help your team stay organized by notifying users at a specific date and time about important tasks or follow-ups.

Sometimes schedules change, and when they do, you can easily push back a Reminder instead of deleting and recreating it.

If you’re unsure how to create or manage Reminders, please refer to:
“How To Set A Reminder And View All Reminders.”

This article explains the two ways you can push back a Reminder in Wingmate.

What is a Reminder?

A Reminder allows you to:

• Set a reminder at a specific date and time

• Assign reminders to yourself or other users

• Choose different reminder types

• Create repeating reminders

• Add a custom message for context

Reminders appear in both the Lead Activities timeline and the Reminder calendar view, helping your team never miss an important action.

How to Push Back a Reminder

Method 1: Push Back a Reminder from the Lead Details Page

Step 1: Open the Lead and Locate the Reminder

1. Go to the Lead that contains the Reminder you want to push back.

2. Scroll down to the Activities section.

3. Find the Reminder entry in the activity timeline.

Step 2: Open the Push Back Panel

1. Click the blue Push Back icon on the Reminder.

2. The Reminder Details pop-up opens.

Step 3: Edit the Reminder

1. Update any of the following:

   • Message

   • Assigned user

   • Date & time

   • Reminder type

Step 4: Submit Changes

1. Click Submit.

2. A notification appears: “Reminder updated: Your reminder has been updated.”

3. In the Activities section:

   • The original reminder shows as Cancelled, with the cancellation date and time.

   • A new Reminder appears with the updated schedule.

Method 2: Push Back a Reminder from the Reminders Page

Step 1: Open the Reminders Page and Locate the Reminder

1. Navigate to the Reminders page from the main menu.

2. Hover over the Reminder or click on it from the list or calendar view.

Step 2: Open the Push Back Panel

1. Click the blue Push Back icon.

2. The Reminder Details pop-up opens.

Step 3: Edit the Reminder

1. Modify the Reminder details:

   • Message

   • Assigned user

   • Date & time

   • Reminder type

Step 4: Submit Changes

1. Click Submit.

2. A notification appears:
   “Reminder updated: Your reminder has been updated.”

3. The updated Reminder details appear immediately in the Reminder calendar view.

Tips & Best Practices

• Use Push Back instead of deleting and recreating reminders to preserve activity history.

• Always review the Activities section after pushing back a reminder to confirm the new schedule.

• If the Reminder is shared with another user, ensure they are informed of the change.