Plan an appointment or reminder

How to proceed

1. 1Open Calendar or Reminders and create an appointment, task, or payment reminder.
2. 2Add a clear title, date, and if useful a time, recurrence, amount, and note.
3. 3Check that the item is linked to the right person or bill. When importing a document, confirm every suggestion deliberately.
4. 4Use the coloured summary cards or the filter beside search to show all items, overdue items, bills, reminders, or appointments.
5. 5Mark tasks complete only after completion and update appointments when your real plan changes. Open an appointment, task, or payment-reminder card on the dashboard or calendar to edit that record directly.