Pinning Chats and Setting Reminders

Pinning Chats and Setting Reminders

In this article, we'll see how you can pin chats for quick access and set reminders for yourself and your teammates. 

Pinning Chats

To pin a one-on-one chat, group, channel, or threaded conversation:

  1. Click open the chat.
  2. Click the More Options  icon in the chatbox header.
  3. Select Pin Chat and click My Pins (Default)

Alternatively, you can also:

  1. Right-click the chat you want to pin from the chat list.
  2. Select Pin Chat and click My Pins (Default).

Note: Your pinned chats will appear under the My Pins section of the chat launcher tab. 

Learn more about pinning chat messages.

Unpinning Chats

To pin a one-on-one chat, group, channel, or a threaded conversation:

  1. Click open the chat.
  2. Click the More Options  icon in the chatbox header.
  3. Select Unpin.

Alternatively, you can also:

  1. Right-click the chat you want to unpin from the chat list.
  2. Select Unpin Chat.

Note: The unpinned chat will be removed from under the My Pins section of the chat launcher tab. 

Setting Reminders

In addition to setting reminders for specific messages, you can set general reminders for yourself or for your teammates. 

Assigning Reminders for Yourself

To set a reminder for yourself:

  1. Click the More Options  icon in the app menu bar
  2. Select Reminders from the menu list.
  3. Type your reminder in the Set a reminder textbox
  4. Pick a due date.
  5. Click Set

Assigning Reminders for Your Teammates

To set a reminder for one or more teammates: 

  1. Click the More Options  icon in the app menu bar
  2. Select Reminders from the menu list.
  3. Type your reminder in the Set a reminder textbox
  4. Pick a due date.
  5. Click the Assign User  icon.
  6. Search for the user by typing their name or email address and select them from the list of suggestions and click Add.
  7. Click Set

To assign more users to a reminder you've already created:

  1. Click open the reminder.
  2. Click Assign
  3. Search for the user by typing their name or email address and select them from the list of suggestions.
  4. Click Add.

Note: To remove a reminder for a user, hover over their name and click the Remove icon.


Reminding Users

You can remind all the assigned users if they haven't completed the reminder by clicking it open and selecting Remind All

To remind a specific user, hover over their name, and click Remind

Viewing Reminders

To view all of your reminders: 

  1. Click the More Options  icon in the app menu bar
  2. Select Reminders from the menu list. 
  3. Toggle between the Assigned to Me and Assigned to Others tabs. 

Note: Reminders you've set for yourself will appear under the Assigned to Me tab. 

Marking Reminders as Complete

To mark a reminder you've assigned for yourself or those that your teammates have assigned to you, as complete:

  1. Click the More Options  icon in the app menu bar
  2. Select Reminders from the menu list. 
  3. Under the Assigned to Me tab, look for the reminder you want to mark as complete. 
  4. Check the reminder as closed.

Alternatively, click it open and select Mark as Complete in the reminder details pop-up. 

Deleting Reminders

To delete a reminder you've set: 

  1. Click open the reminder you want to delete.
  2. Select Delete in the reminder details pop-up. 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Managing One-on-One Chats, Groups, and Channels

                                                                                                                In this article, we'll explore the various features that will help you organize and utilize your chats efficiently. Pinning Chats To pin a one-on-one chat, group, channel, or a threaded conversation: Click open the chat. Click the More Options icon ...
                                                                                                              • Creating One-on-One Chats, Groups, and Channels

                                                                                                                In this article we'll explore how to create various chats and use them to communicate effectively with your teammates. Initiating One-on-One Chats You can initiate a one-on-one chat in the following ways: Cliq Search To initiate one-on-one chat with ...
                                                                                                              • How do I disable notification sounds for emails and chats?

                                                                                                                To disable notification sounds for emails: Click your profile image in the top-right corner of the app. Select Settings from the menu list. Go to Notifications > Mail Notifications. Toggle the Enable Alert Sound for Email Notifications option off. To ...
                                                                                                              • Communicating Via One-on-One Chats, Groups, and Channels

                                                                                                                In this article, we'll explore how to send messages, files, and emojis, as well as @mention users while communicating in one-on-one chats, groups, and channels. Sending Messages In one-on-one chats, groups, and channels, you can compose three kinds ...
                                                                                                              • Communicating Via One-on-One Chats, Groups, and Channels

                                                                                                                In this article, we'll explore how to send messages, files, and emojis, as well as @mention users while communicating in one-on-one chats, groups, and channels. Sending Messages In one-on-one chats, groups, and channels, you can compose three kinds ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources