Dex Workflows

Reminders

Need a one-time or recurring reminder? We got you!

Types of Reminders:

Standard reminders
These are one-time or recurring follow-up reminders you set for a specific task, event, or action (e.g., "Follow up about proposal on May 10"). They trigger based on a fixed date/time you choose and do not automatically reschedule after completion unless you set them as recurring.

Keep-in-Touch** (KIT) reminders**
KIT reminders are relationship cadence reminders automatically calculated based on the last interaction with a contact plus a frequency interval you set (e.g., every 3 months). These are designed to help you maintain relationships over time by reminding you when it's due to reach out again, and they automatically update as you log interactions.

Standard Reminders vs Keep-in-Touch Reminders:

Aspect	Standard Reminder	Keep-in-Touch (KIT) Reminder
Trigger basis	Fixed date/time set by user	Calculated from last interaction + frequency
Typical use case	Events, tasks, follow-ups	Relationship maintenance cadence
Automatic rescheduling	Only if set as recurring	Yes - updates after interactions
Connected to contact timeline	Yes	Yes
Frequency logic	User-defined schedule	Interaction history + interval

Reminders Page

From the Reminders page, you can easily set a one-off or recurring reminder that will notify you on the day you set it by clicking on the 'Add Reminder' button. 🔔

Adding a contact means the reminder will show up in the contact's timeline.

How are reminders ordered?

Reminders are sorted soonest first, so the next one due is at the top rather than ones far in the future.

On the Reminders page they are grouped by when they are due, and every group is ordered by date with the earliest first:

Overdue — the date has already passed
This week
Next 30 days
Recurring — your repeating reminders
Later — everything further out, plus any reminder with no date set

The mobile app sorts the same way, under three groups: Overdue reminders, Today and Upcoming reminders.

The order is fixed — there is no setting to reverse it or to sort by anything other than the due date. If a list looks like it starts with the furthest-away reminder instead of the soonest, that is not intended; email us at [email protected] and tell us which screen you saw it on.

Contact Card

While on a contact's profile, you can create a reminder by going to the 'Actions' drop-down.

Recurring Reminders

In addition to one-time reminders, reminders can also be recurring.

🔁 Reminders can repeat every week, month, quarter, or year.
🔔 Get a push notification on the date of each reminder, and see it in your daily digest email.🔔
🤝 Used with keep-in-touch reminders, recurring reminders can make sure you never miss an important date

After the initial reminder date passes, Dex keeps reminding you at the frequency you picked.

Keep-in-Touch

Stay connected effortlessly with Dex's personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to your friends!

Dark Mode

Dex now has Dark Mode on the web app — or let it match your system settings automatically.