Reminder
Overview
Overview of Reminder
Reminder is a business tool in Dafater used to ensure that important tasks, follow-ups, and time‑sensitive activities are never missed. It helps individuals and teams stay organized by prompting them at the right time to take action on commitments, deadlines, or routine responsibilities.
Purpose in Business Operations
The Reminder document is used to:
- Prompt users about upcoming or overdue actions
- Support timely follow-ups with customers, suppliers, or internal teams
- Reduce the risk of missed deadlines or forgotten commitments
- Improve accountability and day‑to‑day operational discipline
It acts as a personal and organizational alert system embedded into daily work.
Prerequisites and Setup Requirements
Before using Reminder, the following should be in place:
- Users must have access to Dafater and be assigned relevant roles
- Business activities (such as tasks, meetings, payments, or reviews) should already be part of regular operations
- Clear ownership of responsibilities, so reminders are assigned to the right people
No complex setup is required, making it easy to start using immediately.
Typical Workflow and Business Fit
- A user identifies an activity that needs attention at a specific time (for example, a follow-up call or deadline).
- A Reminder is created with the relevant date and purpose.
- Dafater notifies the assigned user when the reminder is due.
- The user takes action and considers the reminder completed or updates it if follow-up is still needed.
This workflow fits naturally into daily planning, task management, and follow-up routines across departments.
Key Business Scenarios Where Reminder Is Essential
- Sales follow-ups: Reminding sales teams to contact prospects or customers.
- Payment tracking: Prompting finance teams to follow up on pending invoices.
- HR activities: Reminding managers about appraisals, reviews, or employee discussions.
- Operational tasks: Ensuring routine checks, renewals, or submissions are done on time.
- Management oversight: Helping leaders remember key decisions or scheduled actions.
Important Considerations for Users
- Keep reminders clear and specific so the purpose is immediately understood.
- Assign reminders to the correct person to avoid confusion or missed actions.
- Regularly review and close completed reminders to keep lists relevant.
- Avoid creating too many reminders for minor tasks, as this can reduce their effectiveness.
In summary, Reminder is a simple yet powerful business aid in Dafater that strengthens follow-through, improves reliability, and supports consistent execution across everyday business activities.
Basic Information
- Module: Automation
- Document Type: Other
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| user | User | Link | ✓ | User | Dafater user who will receive the reminder. |
| remind_at | Remind At | Datetime | ✓ | - | Date and time when Dafater sends the reminder. |
| description | Description | Small Text | ✓ | - | Short business note explaining the purpose of this reminder. |
| reminder_doctype | Document Type | Link | DocType | Dafater document type linked to this reminder. | |
| reminder_docname | Document Name | Dynamic Link | reminder_doctype | Specific Dafater document name this reminder refers to. | |
| notified | notified | Check | - | Indicates whether Dafater has already sent the reminder. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Desk User | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| User | Links to | Core |