Question

Let's say I'd like to have a template that reminds me:

• The date after I create a note to do one thing.
• And (this would be another dream), in 5 working days (let's say weekends excluded) to do another thing.

That would be extremely useful to automate pipelines, e.g. sales, HR pipelines, but I would generalize the concept to any pipeline.

Thank you

Answer 1

You can add a reminder in your notes using @remind, but not as a template, because it uses the created date. That means that if you create the template for example today, if you click it tomorrow, you will get a yesterday reminder.

So using @remind and selecting date and time is your option here.