Workflow

Flowchart

flowchart TD
  A[Open Workflow] --> B{Focus?}
  B -->|Nudges| C[Reminders]
  B -->|Filings| D[Compliance Calendar]
  C --> F[Resolve item]
  D --> F

Steps

1. 1 Open Workflow → Reminders to turn reminders on and choose how early you want to be reminded. Reminders apply to your own events and appear in Calendar, and as a browser notification if you allow it, while Calendar is open.
2. 2 Reminders start from the moment you turn them on; earlier ones are not replayed. Calendar does not email or message anyone, and does not remind other people.
3. 3 Use Compliance Calendar for the filing and obligation dates you have entered: give an event a compliance category and it appears there. Calendar does not calculate due dates; the product that owns a deadline remains the place that decides it.
4. 4 Resolve each item — reschedule the event, or cancel it if it no longer applies.
5. 5 Confirm the main Calendar view reflects the updated schedule.