Best Practices

• •Track both primary and backup certificates separately
• •Set notification period to 30-45 days minimum for renewal preparation
• •Include domain name and certificate authority in the document name
• •Add renewal URL and account information in notes field
• •Track wildcard certificates for all subdomains

Example Names

Best Practices

• •Include license class/type and restrictions in notes
• •Add DMV renewal link and required documentation
• •Note any restrictions, endorsements, or special conditions
• •Track licenses for all family members separately
• •Include license number for quick reference

Example Names

Best Practices

• •Track passports for all family members individually
• •Set long notification period (6-12 months) for renewal time
• •Include passport number and issuing country
• •Note visa requirements for frequent destinations
• •Plan renewal before major travel periods

Example Names

Best Practices

• •Track all business permits and licenses separately
• •Include license type, jurisdiction, and business name
• •Add renewal fees and required documentation in notes
• •Track industry-specific certifications
• •Monitor compliance deadlines

Example Names

Best Practices

• •Track certification number and issuing body
• •Include continuing education requirements in notes
• •Add recertification procedures and exam dates
• •Monitor prerequisite expiration dates
• •Link to renewal portal and study materials

Example Names

Best Practices

• •Track all insurance policies separately by type
• •Include policy number, provider, and coverage amounts
• •Add renewal date, premium amount, and payment method
• •Note coverage changes and deductible information
• •Include agent contact information

Example Names

Best Practices

• •Track each domain separately with registrar name
• •Set notification period to 60 days before expiration
• •Enable auto-renewal where possible as backup
• •Include DNS and hosting provider information
• •Track premium domains with higher priority

Example Names

Best Practices

• •Track each subscription with service name and billing cycle
• •Include subscription tier/plan and monthly cost
• •Add account email and payment method used
• •Note cancellation deadlines and procedures
• •Review regularly to eliminate unused subscriptions

Example Names

Best Practices

• •Track visa expiration separate from passport expiration
• •Include visa type, issuing country, and entry limits
• •Note visa validity period and allowed stay duration
• •Track related work permits and residence permits
• •Monitor visa-free travel period limits

Example Names

Best Practices

• •Track contract end dates and auto-renewal clauses
• •Include contract value and parties involved
• •Note termination notice periods in advance
• •Add renewal negotiation reminders
• •Link to contract documents and terms

Example Names

Best Practices

• •Track prescription refill dates and quantities
• •Monitor healthcare plan open enrollment periods
• •Include provider license expiration dates
• •Track medical device calibration dates
• •Note prescription transfer procedures

Example Names