How to Use NetSuite Reminders to Stay on Top of Your To-Do List

NetSuite Reminders are one of the most underrated productivity tools in the platform. When configured correctly, they act like a built-in task manager; surfacing what needs attention before things slip through the cracks.

Here’s how to use NetSuite Reminders to stay organized, proactive, and in control of your workload.

What Are NetSuite Reminders?

Reminders are dashboard notifications that alert you when specific conditions are met; such as overdue tasks, pending approvals, or transactions stuck in a certain status. They appear directly on your NetSuite dashboard and update in real time.

1. Start with Role-Based Thinking
Reminders work best when they match the responsibilities of a role.

Examples:

– Accounting: Overdue invoices, unapproved bills, journal entries pending approval
– Sales: Open opportunities with no activity, quotes expiring soon
– Operations: Sales orders pending fulfillment, purchase orders awaiting receipt

Avoid one-size-fits-all reminders—each role should see only what matters to them.

2. Configure Standard Reminders First
NetSuite includes many built-in reminders you can enable quickly:

– Transactions to Approve
– Overdue Tasks
– Orders to Fulfill
– Invoices to Print or Email

Dashboard → Personalize → Reminders

3. Use Saved Searches for Advanced Reminders

Saved searches unlock advanced logic.

Examples:

– Customers with invoices overdue more than 30 days
– Opportunities with no activity in 14 days
– Vendor bills missing required classifications

4. Keep Reminder Counts Actionable

Avoid reminders with massive counts.
Focus on exceptions, not everything.

5. Review and Clean Up Regularly

Quarterly reminder reviews keep dashboards relevant and effective.

When used correctly, NetSuite Reminders turn your dashboard into a proactive control center instead of a passive reporting screen.