{"id":233,"date":"2026-08-08T03:23:58","date_gmt":"2026-08-08T03:23:58","guid":{"rendered":"https:\/\/www.rithmai.com\/support\/?post_type=ht_kb&p=233"},"modified":"2026-08-08T22:00:13","modified_gmt":"2026-08-08T22:00:13","slug":"sticky-notes","status":"publish","type":"ht_kb","link":"https:\/\/www.rithmai.com\/support\/knowledge-base\/sticky-notes\/","title":{"rendered":"Sticky Notes"},"content":{"rendered":"\n

Sticky Notes are personal reminders you create for yourself in Rithm. Think of them like a digital sticky pad on your desk: a short note with a due date that helps you remember something you need to do\u2014without tying it to a client record or scheduling a meeting.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Tap the Sticky Note icon to get started. They are a lightweight way to remember things that are not appointments: call someone back, send a proposal, pick up materials, prepare for tomorrow\u2019s route, and similar to-dos. Sticky Notes are yours alone. They are not shared with teammates, not assigned to a client, and they do not appear on a client profile.<\/p>\n\n\n\n

Sticky Notes are always yellow. Rithm\u2019s Auto-Scheduler does not treat them as meetings and does not route around them, so they will not reshape your day the way appointments do. Their job is simply to stay visible until you mark them done.<\/p>\n\n\n\n

You can create Sticky Notes on both the web app and the Rithm for Sales iOS app. The idea is the same on both platforms; some screens and options differ. Use the tabs below for step-by-step guidance for each.<\/p>\n\n\n

Web UI<\/span>Mobile UI<\/span><\/div>
\n

Where to find Sticky Notes (Web)<\/h2>\n

Yellow sticky note icon<\/h3>\n


\nLook in the upper-right area of the page header for a yellow sticky note<\/strong> icon. It appears on most screens when Sticky Notes are enabled for your account.<\/p>\n

There is no text label on the icon\u2014only the yellow sticky image. Click it to open the create Sticky Note popup.<\/p>\n

Sticky note reminders widget (Home)<\/h3>\n

On your Home<\/strong> page, look for the widget titled Sticky note reminders<\/strong>.<\/p>\n

From this widget you can:<\/p>\n

    \n
  • See incomplete sticky notes and their due dates<\/li>\n
  • Spot overdue items (highlighted, with an overdue warning)<\/li>\n
  • Click Add<\/strong> to create a new sticky note<\/li>\n
  • Click History<\/strong> to open the full Sticky Notes list<\/li>\n<\/ul>\n

    If you have no incomplete sticky notes, the widget shows: No sticky notes to work on.<\/strong><\/p>\n

    Note: This widget is hidden while an active data filter session is applied on Home.<\/p>\n

    Sticky notes History<\/h3>\n

    Open History from either:<\/p>\n

      \n
    • The History<\/strong> button on the create Sticky Note popup, or<\/li>\n
    • The History<\/strong> button on the Sticky note reminders<\/strong> widget<\/li>\n<\/ul>\n

      The History page is titled Sticky notes<\/strong> and organizes your notes into three sections: Overdue<\/strong>, To do<\/strong>, and Completed<\/strong>.<\/p>\n

      Calendar and planner<\/h3>\n

      Incomplete sticky notes can also appear on your Calendar<\/strong> day schedule and in the week planner<\/strong>, styled in yellow. On the calendar, an overdue sticky may show the label Overdue sticky note<\/strong>.<\/p>\n

      Sticky Notes are not a main menu item. You open them from the header icon, the Home widget, History, or where they appear on your schedule.<\/p>\n

      \n

      How to use Sticky Notes (Web)<\/h2>\n

      Create a sticky note<\/h3>\n
        \n
      1. Click the yellow sticky note<\/strong> icon in the upper-right header, or<\/strong> on Home open the Sticky note reminders<\/strong> widget and click Add<\/strong>.<\/li>\n
      2. A yellow lined-paper popup opens.<\/li>\n
      3. Type your reminder in the text area.<\/li>\n
      4. Under Due:<\/strong> choose one of these options:<\/li>\n<\/ol>\n
          \n
        • This evening<\/strong> \u2014 due at 7:00 PM today<\/li>\n
        • Tomorrow AM<\/strong> \u2014 due at 7:00 AM tomorrow (this is the default<\/strong>)<\/li>\n
        • End of week<\/strong> \u2014 due at 7:00 PM Saturday<\/li>\n<\/ul>\n
            \n
          1. Click the Save<\/strong> button.<\/li>\n<\/ol>\n

            Tips while creating:<\/p>\n

              \n
            • If the note is empty and you click Save<\/strong>, the popup closes and nothing is saved.<\/li>\n
            • Click outside the yellow note (on the dimmed background) to close without saving.<\/li>\n
            • After you save, the note is cleared so you can quickly write another one if you open the popup again.<\/li>\n<\/ul>\n

              Review your sticky notes (History)<\/h3>\n
                \n
              1. Click History<\/strong> on the popup or on the Home widget.<\/li>\n
              2. Review the three sections:<\/li>\n<\/ol>\n\n\n\n\n\n\n\n
                Section<\/th>\nWhat it shows<\/th>\nIf empty<\/th>\n<\/tr>\n<\/thead>\n
                Overdue<\/strong><\/td>\nIncomplete sticky notes past their due date (with a warning when any exist)<\/td>\nGood job! Nothing is overdue.<\/strong><\/td>\n<\/tr>\n
                To do<\/strong><\/td>\nIncomplete sticky notes that are still upcoming<\/td>\nAll caught up! Nothing to do.<\/strong> or Nothing new is due right now.<\/strong><\/td>\n<\/tr>\n
                Completed<\/strong><\/td>\nSticky notes you have already finished<\/td>\n(None)<\/strong><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n
                  \n
                1. Use Back<\/strong> when you are finished to return to where you came from.<\/li>\n<\/ol>\n

                  At the bottom of Completed<\/strong>, you may see: The history of completed items is retained for 180 days.<\/strong> After that, completed sticky notes are removed automatically. There is no separate Delete button for sticky notes in the web UI.<\/p>\n

                  Mark a sticky note complete<\/h3>\n

                  Each sticky note includes a checkmark control (title: Completed<\/strong>).<\/p>\n

                    \n
                  • Click the checkmark to mark the note done.<\/li>\n
                  • You can click again to mark it incomplete if you marked it by mistake.<\/li>\n
                  • On calendar-style views, completing a sticky often slides it out of the list. On History, the list stays open so you can keep working through items.<\/li>\n<\/ul>\n

                    Incomplete sticky notes may also show details such as Due<\/strong> date and Created<\/strong> date. Completed items can show when they were completed.<\/p>\n

                    Edit a sticky note<\/h3>\n
                      \n
                    1. Open History<\/strong>.<\/li>\n
                    2. Click the sticky note\u2019s text.<\/li>\n
                    3. The Edit notes<\/strong> screen opens (for sticky notes, the event date\/time header is hidden).<\/li>\n
                    4. Change the text under Notes<\/strong>.<\/li>\n
                    5. Click Save<\/strong>, or Back<\/strong> to leave without saving.<\/li>\n<\/ol>\n

                      On some schedule views you may also open an Editing notes<\/strong> popup and click Save<\/strong> there.<\/p>\n

                      You choose the due date only when you create the sticky note (This evening \/ Tomorrow AM \/ End of week). The create popup does not offer a custom date\/time picker.<\/p>\n

                      Notifications about sticky notes<\/h3>\n

                      Rithm can remind you when sticky notes need attention\u2014for example when notes are overdue or due by tomorrow. Those messages typically link you toward Sticky Notes History so you can clear them.<\/p>\n

                      What Sticky Notes are not (Web)<\/h3>\n
                        \n
                      • Not client notes or meeting call notes<\/li>\n
                      • Not Personal Goals or Company Goals<\/li>\n
                      • Not shared or assigned to other users<\/li>\n
                      • Not color-customizable (always yellow)<\/li>\n
                      • Not searchable with a dedicated Sticky Notes search<\/li>\n
                      • Not manually deletable (mark complete; completed history is kept for 180 days)<\/li>\n<\/ul>\n<\/div>\n
                        \n

                        Where to find Sticky Notes (iOS)<\/h2>\n


                        \nIn the Rithm for Sales iOS app, Sticky Notes are available from several main screens. Look for the yellow sticky note<\/strong> icon in the top-right of the navigation bar. There is no text label on the icon.<\/p>\n

                        Where your sticky notes appear<\/h3>\n

                        After you create sticky notes, view and complete them from Schedule<\/strong>:<\/p>\n

                          \n
                        1. Open the Schedule<\/strong> tab.<\/li>\n
                        2. Look for the Notifications<\/strong> section (it may show a count).<\/li>\n
                        3. Tap Notifications<\/strong> to open the full Notifications<\/strong> screen (back label: Schedule<\/strong>).<\/li>\n
                        4. Incomplete sticky notes appear as yellow cards in that list.<\/li>\n<\/ol>\n

                          When you are viewing today<\/strong>, overdue sticky notes can show the banner Overdue Sticky Note<\/strong>.<\/p>\n

                          Unlike the web app, iOS does not include a separate Sticky Notes History<\/strong> screen with Overdue \/ To do \/ Completed sections. On iOS, incomplete sticky notes live under Schedule \u2192 Notifications<\/strong>, and completed sticky notes drop off that list.<\/p>\n

                          \n

                          How to use Sticky Notes (iOS)<\/h2>\n

                          Create a sticky note<\/h3>\n
                            \n
                          1. Go to Schedule<\/strong>, Clients<\/strong>, Target List<\/strong>, or a client detail<\/strong> screen.<\/li>\n
                          2. Tap the yellow sticky note<\/strong> icon in the top right.<\/li>\n
                          3. A yellow pad sheet opens titled Sticky Note<\/strong>.<\/li>\n
                          4. Type your reminder in the field (placeholder: Notes\u2026<\/strong>).<\/li>\n
                          5. Under Due<\/strong>, choose one of these buttons:<\/li>\n<\/ol>\n
                              \n
                            • This evening<\/strong> \u2014 due at 7:00 PM on the selected base date (this is the default on iOS<\/strong>)<\/li>\n
                            • Tomorrow AM<\/strong> \u2014 due at 7:00 AM the next day<\/li>\n
                            • End of week<\/strong> \u2014 due at 7:00 PM Saturday (or the following Saturday if Saturday evening has already passed)<\/li>\n<\/ul>\n
                                \n
                              1. Confirm the footer line Reminder on<\/strong> followed by the date and time.<\/li>\n
                              2. Tap the blue checkmark Save<\/strong> button (top right) to save.<\/li>\n
                              3. Or tap the X<\/strong> (Cancel<\/strong>) button (top left) to close without saving.<\/li>\n<\/ol>\n

                                Notes while creating:<\/p>\n

                                  \n
                                • Save<\/strong> stays unavailable until you enter some text.<\/li>\n
                                • Optional: tap the microphone<\/strong> button to dictate your note. Tap again to stop dictation. (Your device may ask for microphone \/ speech permission the first time.)<\/li>\n
                                • Sticky Notes are not linked to a client, even if you open the pad from a client detail screen. They are still personal reminders for you.<\/li>\n<\/ul>\n

                                  View sticky notes on Schedule<\/h3>\n
                                    \n
                                  1. Open Schedule<\/strong> for the day you care about.<\/li>\n
                                  2. Open Notifications<\/strong>.<\/li>\n
                                  3. Review each yellow sticky card. A card can show:<\/li>\n<\/ol>\n
                                      \n
                                    • Overdue Sticky Note<\/strong> (when overdue)<\/li>\n
                                    • Your note text<\/li>\n
                                    • A circular check control<\/li>\n
                                    • Due<\/strong> date<\/li>\n
                                    • (Created \u2026)<\/strong> date<\/li>\n<\/ul>\n

                                      Mark a sticky note complete<\/h3>\n
                                        \n
                                      1. On the sticky note card in Notifications<\/strong>, tap the circular check control.<\/li>\n
                                      2. When checked, the caption Completed<\/strong> applies and the note is marked done on the server.<\/li>\n
                                      3. Completed sticky notes disappear from the iOS Notifications list. There is no Completed history section in the mobile app.<\/li>\n<\/ol>\n

                                        If you need to review older completed sticky notes, use the web app\u2019s Sticky Notes History<\/strong> screen.<\/p>\n

                                        What you cannot do on iOS<\/h3>\n

                                        Compared with the web app, the iOS Sticky Notes experience is intentionally simpler:<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n
                                        Action<\/th>\niOS<\/th>\nWeb<\/th>\n<\/tr>\n<\/thead>\n
                                        Create a sticky note<\/td>\nYes<\/td>\nYes<\/td>\n<\/tr>\n
                                        Choose Due: This evening \/ Tomorrow AM \/ End of week<\/td>\nYes<\/td>\nYes<\/td>\n<\/tr>\n
                                        Dictate with microphone<\/td>\nYes<\/td>\nNo<\/td>\n<\/tr>\n
                                        History (Overdue \/ To do \/ Completed)<\/td>\nNo<\/td>\nYes<\/td>\n<\/tr>\n
                                        Edit note text after saving<\/td>\nNo dedicated edit screen<\/td>\nYes (from History)<\/td>\n<\/tr>\n
                                        Delete manually<\/td>\nNo (mark complete)<\/td>\nNo (mark complete; 180-day completed retention on web)<\/td>\n<\/tr>\n
                                        Change color<\/td>\nNo (always yellow)<\/td>\nNo (always yellow)<\/td>\n<\/tr>\n
                                        Assign or share<\/td>\nNo<\/td>\nNo<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

                                        Default Due difference (important)<\/h3>\n
                                          \n
                                        • On iOS<\/strong>, the default Due choice is This evening<\/strong>.<\/li>\n
                                        • On the web<\/strong>, the default Due choice is Tomorrow AM<\/strong>.<\/li>\n<\/ul>\n

                                          Always glance at the Due selection (and on iOS, the Reminder on<\/strong> line) before you save.<\/p>\n

                                          What Sticky Notes are not (iOS)<\/h3>\n
                                            \n
                                          • Not client notes attached to a customer record<\/li>\n
                                          • Not calendar appointments that the Auto-Scheduler plans around<\/li>\n
                                          • Not a shared team task list<\/li>\n
                                          • Not editable later on the phone (create carefully, or adjust later on the web if needed)<\/li>\n<\/ul>\n<\/div><\/div><\/div>\n\n\n\n

                                            Quick comparison: Web vs Mobile<\/h2>\n\n\n\n
                                            Topic<\/th>Web UI<\/th>Mobile UI (iOS)<\/th><\/tr><\/thead>
                                            Main entry<\/td>Yellow sticky icon (header); also Home Sticky note reminders<\/strong> widget<\/td>Yellow sticky icon on Schedule, Clients, Target List, and client detail<\/td><\/tr>
                                            Create screen<\/td>Yellow popup<\/td>Yellow sheet titled Sticky Note<\/strong><\/td><\/tr>
                                            Due options<\/td>This evening, Tomorrow AM, End of week<\/td>Same three options<\/td><\/tr>
                                            Default Due<\/td>Tomorrow AM<\/td>This evening<\/td><\/tr>
                                            Voice dictation<\/td>Not available<\/td>Microphone button<\/td><\/tr>
                                            Review list<\/td>History<\/strong>: Overdue, To do, Completed<\/td>Schedule \u2192 Notifications<\/strong> (incomplete only)<\/td><\/tr>
                                            Complete<\/td>Checkmark \/ Completed<\/td>Checkmark \/ Completed<\/td><\/tr>
                                            Edit later<\/td>Yes, from History<\/td>Not in the app<\/td><\/tr>
                                            Completed history<\/td>Yes (kept 180 days)<\/td>Completed notes leave the Notifications list<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                                            Tips for salespeople<\/h2>\n\n\n\n
                                              \n
                                            • Keep sticky notes short and action-oriented (\u201cCall back after quote,\u201d \u201cBring catalog for 2pm stop\u201d).<\/li>\n\n\n\n
                                            • Choose the Due option that matches when you truly need the reminder\u2014defaults differ between web and iOS.<\/li>\n\n\n\n
                                            • Clear overdue sticky notes daily from web History or iOS Notifications so important to-dos stay visible.<\/li>\n\n\n\n
                                            • Use Sticky Notes for personal prompts; use client records, meeting notes, and appointments when the work belongs to a specific customer visit.<\/li>\n\n\n\n
                                            • Sticky Notes and meeting notes are different: Sticky Notes are personal reminders; meeting notes belong with scheduled client activity.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

                                              Sticky Notes are personal reminders you create for yourself in Rithm. Think of them like a digital sticky pad on your desk: a short note with a due date that helps you remember something you need to do\u2014without tying it to a client record or scheduling a meeting. Tap the…<\/p>\n","protected":false},"author":1,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2,5],"ht-kb-tag":[26],"class_list":["post-233","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-getting-started","ht_kb_category-schedule","ht_kb_tag-calendar"],"_links":{"self":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/233","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/comments?post=233"}],"version-history":[{"count":5,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/233\/revisions"}],"predecessor-version":[{"id":241,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb\/233\/revisions\/241"}],"wp:attachment":[{"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/media?parent=233"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-category?post=233"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.rithmai.com\/support\/wp-json\/wp\/v2\/ht-kb-tag?post=233"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}