How to Use Actions and Reminders in the Feed Section
The Feed section includes two primary functionalities: Actions and Reminders. These tools help you stay informed on activity and manage follow-ups, ensuring you never miss important updates or opportunities.
How to Switch Between Actions and Reminders:
- At the top of the Feed screen, toggle between Actions and Reminders
- Selecting either option will change the available controls on the right-hand side
Using Reminders:
How to Create a Reminder:
- Navigate to the Feed section
- Select Reminders at the top
- Tap the stopwatch icon
- Enter the following details:
- Title
- Description
- Start date
- End date
- Repetition (if needed)
- Save the reminder
What Reminders Are Used For:
- Follow-ups with contacts
- Team meetings
- Reorders or customer check-ins
- Personal task management
Managing Reminders:
- View all reminders داخل the Reminders section
- Edit or delete reminders as needed
Using Actions:
What Actions Show:
Actions display activity and notifications related to your account, including:
- Shares
- Views and engagement
- Requests or announcements
- Live stream updates
- Direct messages
- Contests
How to Filter Actions:
- Select Actions at the top of the Feed
- Use the filter controls to toggle specific notification types on or off
- Adjust based on what activity you want to see
Sorting Actions:
- You can organize actions based on your preferences
- Sorting helps prioritize the most important updates
Important Notes:
- If you are not seeing certain notifications, your filters may be turned off
- Update your filters to ensure all desired activity is visible
What to Do Next:
Use Actions to monitor activity and Reminders to stay organized with follow-ups and tasks.
Common Issues:
Missing notifications
- Check that all relevant action filters are enabled
Reminders not appearing
- Confirm they were saved and scheduled correctly
Too many notifications
- Adjust filters to focus on key activities
Best Practices:
- Keep all action filters on to stay fully informed
- Use reminders daily to manage follow-ups
- Regularly review and clean up reminders
- Sort actions based on priority to stay organized