This page defines every term used across Remindax and the help center. When an article uses a term, it links here instead of re-explaining it. New to Remindax? Skim this once. Stuck on a single word? Search this page.
A reminder (also called an item) is a deadline-based record that automatically notifies people before a date arrives. Remindax has five reminder types — Expiration, Due Date, Appointment, Event, and Document Upload — that share the same structure and differ mainly in what the date means. Tasks are a separate concept: internal to-do items for your team that don't run a notification sequence, though a task can be linked to a reminder.
Contacts are the people who receive reminder notifications (Email, SMS, WhatsApp) — clients, vendors, drivers, or employees being reminded. They never log in. Users are your team members who log in and have roles. If someone needs to get reminders, add them as a Contact. If someone needs to manage reminders, add them as a User. The same person can be both.
Remindax gives you four ways to organize reminders, and they stack rather than compete:
A Company is a fully standalone workspace inside your account. The dropdown in the top-right of the app (showing General by default) switches between companies. Each company is self-contained — nothing is shared between companies, including reminders, contacts, document types, users, and templates. Only the account owner (master admin) can create additional companies and add users to each.
A reminder moves through these lifecycle statuses based on where it is in its notification sequence and whether it has been handled:
The Compliance % on your dashboard shows how much of your tracked data is in good standing. It's calculated as:
Every reminder sends its notifications according to a sequence — an ordered set of steps. Each step says how many days before or after the date to send, at what time, through which channel or channels (Email, SMS, WhatsApp), using which templates, and to which recipients. You can save multiple named sequences and choose one per item, and you can set a default sequence in Settings so new reminders are configured automatically.
