Task Reminders #
The Task Reminders section in NexaPortal helps users ensure they don’t forget any tasks or duties. On this page, you can view, filter, and manage all task-related reminders.
📋 Main Columns of the Reminder List #
The reminder list includes the following information:
| Column | Description |
|---|---|
| Assignee | The person to whom the reminder is assigned |
| Task | The type of task or a description of the duty (e.g., Follow up lead #123456) |
| Language | The language required for communication with the lead or patient |
| Reminder Time | The time when the reminder will be triggered |
| View | Button to view details and go to the main task |
🧰 Filters and Categories #
At the top of the page, there are several filters for quick categorization of reminders:
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All: Shows all reminders
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Upcoming: Shows reminders that are set for the future
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Today: Shows only reminders for today
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Done: Shows tasks that are completed or closed
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My Reminders: Shows only the reminders assigned to the current user
🔍 Additional Features #
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🔍 Search Bar: You can search for specific reminders by entering the lead number or task title.
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⚙️ Advanced Filter Icon (on the right of the search bar): Allows you to select a combination of filters like time, language, status, etc.
➕ Create New Reminder #
By clicking the New Reminder button at the top-right, you can set a new reminder for a specific task and specify the exact time.
💡 Tip: Reminders are an essential tool for systematically and accurately tracking leads in sales management.
Lead Reminders #
The Lead Reminders section in NexaPortal is designed for continuous and automated follow-up of leads that require constant contact or tracking. This system automatically creates reminders at scheduled times, ensuring that no active or important lead is missed.
🧾 Lead Reminder Table Columns #
The reminder table includes the following information:
| Column | Description |
|---|---|
| NO | Lead number (clickable to view lead details) |
| Assignee | The person assigned to the lead |
| Name | Name of the patient or lead |
| Mobile | Contact number |
| Count | Number of reminders triggered (e.g., 7 means 7 follow-ups) |
| Stage | Current stage of the lead (e.g., New, Contacted, Qualified) |
| Created At | Time when the first reminder was initiated |
| Action | Button to stop or update the status of the reminder (Stop / Passed) |
🧰 Filters #
At the top of the page, there are filtering options for sorting the reminder list:
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Pipeline: Select the type of sales pipeline (e.g., Sales Pipeline)
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All / Active: Show all reminders or only active reminders
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Search: Search quickly by patient name, phone number, or lead number
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Advanced Filter (Orange Funnel Icon): Filter by date, count, stage, etc.
🚦 Reminder Status #
In the Action column, there are three main statuses:
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Stop: The reminder is active and can be stopped
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Passed: This reminder has been completed and is no longer active
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(Empty): The reminder has been canceled or deleted
