Team & deadlines

Add renewal reminders and calendar alerts

Reviewed: 2026-10-15

Track a verified license renewal, annual report, tax deadline, insurance renewal, lease or custom business event. Reminders do not file, renew or pay.

Step-by-step guide

1. Open More tools → Daily operations → Licenses & deadlines and choose Add a deadline.
2. Search the presets or choose custom. Enter the responsible person, jurisdiction, agency and confirmed due date.
3. Choose reminder intervals and save. Check upcoming or overdue items in the tracker and Notifications.
4. Use Add to calendar to download an ICS file. Import it into your calendar and verify alerts. Calendar copies do not automatically synchronize.
5. When finished, mark completed. Enter a separately confirmed next due date if needed.

Features depend on your plan, permissions and enabled provider connections. These guides explain tasks; reading a guide does not perform an action or confirm completion.