Reminders & Tasks

Z-Chat has built-in Reminder and Task features so you can capture action items without leaving the conversation.

Reminders

A reminder sends you (or your teammates) a notification at a chosen time, either linked to a specific message or created standalone.

Set a reminder from a message

1. Hover over any message and click the ⏰ Remind me action in the message menu.
2. Choose a time preset or set a custom date and time:

3. Optionally add a note to yourself (e.g. "Reply to this after the meeting").
4. Choose who to notify:
   • Only me — private reminder, only you receive the notification.
   • Selected members — pick specific people in the room.
   • All members — everyone in the room gets notified.
5. Click Set reminder.

Compose a new reminder (standalone)

Click the ⏰ bell icon in the message composer toolbar to open the reminder compose dialog. Type a title and pick a time — no message required.

Viewing your reminders

Click the bell icon in the top-right header of the chat to open the Reminder Inbox. From there you can see, edit, or delete upcoming reminders.

Reminders also appear as message cards in the room where they were created, showing the title and scheduled time.

Tasks

Chat tasks let you capture to-dos tied to a conversation. They are stored per-room and separate from Z-Tasks projects.

Create a task from a message

1. Hover over a message and click the ✅ Add task action in the message menu.
2. The task dialog pre-fills:
   • Title — extracted from the message text.
   • Description — includes the message author and room name for context.
3. Adjust the title, description, priority, and due date as needed.
4. Assign to one or more room members.
5. Click Add task.

Create a standalone task

Click the ✅ checklist icon in the message composer toolbar and fill in the task details directly.

Task priorities

Task statuses

Tasks move through four states: Todo → In progress → Done → Cancelled.

Click on a task card in the chat to open its details, then use the Change status button to update progress. Only the task owner or an assigned member can change the status.

Viewing room tasks

Open the right sidebar in any room and select the Tasks tab to see all tasks created in that conversation.

Tip: Use reminders for time-sensitive follow-ups and tasks for trackable action items with assignees and due dates.