Table of Contents

Purpose Events Module List View Search & Filter Options Additional Filter Options Additional Features Selected Event Edit Card Recurring Events To configure recurring events:

Purpose

The Events module allows users to schedule and track company events for meetings, deadlines, training, reminders, and more. Users can assign others to receive alerts prior to event times and view Events on the calendar.

Event Scheduling
One-time and recurring events
Team Assignments
Assign members with automated alerts
Calendar View
Filter by user, date, and status
Record Linking
Connect to Jobs, Contracts, Clients
ICS Import
Import from external calendar systems
Event Queue
Prioritize and manage resources

List View

View and manage all active Event records with powerful filtering and calendar tools

  • Filter events by time range (Today, Tomorrow, Next 7 Days)
  • Search by date range, assigned user, status, or event details
  • Switch between list view and calendar view
  • Import events from external systems via ICS file
  • Duplicate and delete events using hamburger menu

Search Options

The Events module provides quick-access filters for viewing events by time range and assignment, allowing you to quickly narrow your view to relevant schedules.

Time-Based Filters
Today Filters all schedules for the current day.
Tomorrow Filters all schedules for the next day.
Next 7 Days Filters all schedules for the next 7 days.
Assignment & Status Filters
My Events Filters all records assigned to the logged-in user.
Recent Filters all recently created schedule records.
Archived Filters all schedules marked as archived.

Advanced Filters

Advanced filter fields allow you to search Events by specific criteria to find exact records.

Field Description
Start/Finish Date Enter a start and finish date to pull the related Event data within that criteria.
User Enter a Username to pull the related Event data within that criteria.
Status Enter a Status option to pull the related Event data within that criteria.
Details Enter details to pull the related Event data that matches that criteria.

Actions

Actions available from the Events list view for creating, viewing, importing, and managing Event records.

Main Actions
Calendar Select the Calendar button in the upper right corner of the Events module to open the calendar view.
New Create a new Event.
Gear Icon Options
Import ICS File Import ICS data from other scheduling systems.
Hamburger Icon (Selected Event)
Duplicate Create a copy of the Event record.
Delete Permanently delete selected Event.

Selected Event View

Edit and manage individual Event records with full scheduling controls

When an Event is selected from the list view, you can edit its details in a popup window. Events can be configured as one-time or recurring schedules with automated alerts, resource assignments, and links to other records in the system.

Edit Card Fields

Edit an event by selecting it. In the Edit pop-up window, you can modify scheduling, recurrence, assignments, and linked records.

Date & Time Settings

Start/Finish Set date and time (in 15-minute increments).
All Day Mark as an all-day event.

Event Details

Title Enter the event title.
Description Enter event details.
Location Designate event location. Automatically pulls if created from record that contains an Address.
Status View or assign a Status filter.

Recurring Events

Repeating Events Use to toggle the Event as a repeating Event. Typically used for internal recurring records. Configure Daily, Weekly, Monthly, or Yearly options.

Assignments & Alerts

Assigned Assign users to the event.
Alerts Choose alert options.
Resources View or assign related resources.

Organization & Management

Queued Enable the "Queued" feature to put this event in the schedule "Queue" within the Calendar.
Archive Archive the event to remove it from active search filters.
Related Link the event to other records in the system or view existing relationships.

Configure recurring events by enabling the "Repeating Event" option and selecting from Daily, Weekly, Monthly, or Yearly patterns. Each pattern offers specific configuration options for recurrence frequency and end conditions.

  1. Enter how often you'd like this Event to recur by entering an amount of days (e.g., This event should occur every "3" days)
  2. Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option
  1. Enter how often you'd like this Event to recur by entering an amount of weeks (e.g., This event should occur every "2" weeks)
  2. Choose which day of the week it should occur on
  3. Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option
  1. Enter how often you'd like this Event to recur by entering an amount of months (e.g., This event should occur every "1" month)
  2. Choose whether it should use the date number ("Use days" to choose the 15th of that particular Month) or a specified day within a certain week ("Use day of week" to choose the 2nd Monday of that particular month)
  3. Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option
  1. Enter how often you'd like this Event to recur by entering an amount of years (e.g., This event should occur every "1" year)
  2. Choose the Month(s) this should occur in
  3. Choose whether you'd like this to occur a certain amount of times, or stop on a certain date, by entering the details and clicking the checkbox to the right of that option

Frequently Asked Questions

Common questions and step-by-step guidance for working with Events

Event Creation & Setup

Create events directly from the Events module or from related records like Jobs and Contracts.

  1. Navigate to the Events module in the Planning workflow
  2. Click the New button
  3. Set the Start/Finish date and time (or check All Day)
  4. Enter a Title and Description
  5. Optionally add Location, Status, and Assigned users
  6. Configure Alerts if you want notifications
  7. Click Save to create the event

Tip: Events can also be created from the Related section of Jobs, Contracts, Clients, and other modules to automatically link the event to that record.

Recurring events are configured by enabling the Repeating Event option and selecting a recurrence pattern.

  1. Create or open an existing Event
  2. Check the Repeating Events checkbox
  3. Select the recurrence pattern: Daily, Weekly, Monthly, or Yearly
  4. Configure the frequency (e.g., every 2 weeks, every 1 month)
  5. For Weekly: Select which day(s) of the week
  6. For Monthly: Choose date number or day of week pattern
  7. Set the end condition: specific number of occurrences or end date
  8. Click Save to create the recurring event series

Event alerts notify assigned users before the event time. Configure when notifications are sent using the Alerts field.

  1. Open the Event in edit mode
  2. Click the Alerts field
  3. Select when notifications should be sent (e.g., 15 minutes before, 1 hour before, 1 day before)
  4. Ensure users are added to the Assigned field to receive alerts
  5. Save the event to activate alerts

Note: Only users assigned to the event will receive alert notifications. To receive alerts for all events (not just assigned ones), contact your system administrator about enabling alert permissions.

Calendar & Views

Switch between list view and calendar view to see events in your preferred format.

  1. Navigate to the Events module
  2. Click the Calendar button in the upper right corner
  3. View events displayed on the calendar by date
  4. Click any event to view or edit its details

Tip: Use the time-based filters (Today, Tomorrow, Next 7 Days) to narrow the calendar view to relevant time periods.

Use quick filters and advanced filter fields to narrow events by time, assignment, or custom criteria.

Quick Filters:

  • Today/Tomorrow/Next 7 Days: Filter by time range
  • My Events: Show only events assigned to you
  • Recent: View recently created events
  • Archived: Access archived events

Advanced Filter Options:

  • Start/Finish Date: Custom date range
  • User: Filter by specific username
  • Status: Filter by event status
  • Details: Search event description text

The Queued feature places events in a scheduling queue for prioritization and resource management.

When to Use Queued Events:

  • Events that need scheduling but don't have confirmed dates yet
  • Tasks waiting for resource availability
  • Pending appointments or meetings
  • Work orders that need to be scheduled

To Enable Queue Status:

  1. Open the Event in edit mode
  2. Check the Queued checkbox
  3. Save the event - it will appear in the schedule Queue within the Calendar

Integration & Linking

Events can be linked to other TRUE records using the Related field, creating connections between schedules and projects.

  1. Open the Event in edit mode
  2. Click the Related field
  3. Search for and select the record you want to link (Job, Contract, Client, etc.)
  4. Save the event to establish the relationship

Tip: You can also create events directly from other modules using their Related section, which automatically links the event to that record. The event location will auto-populate from the record's address if available.

Import events from external calendar systems using ICS file format.

  1. Export events from your external calendar system as an ICS file
  2. Navigate to the Events module in TRUE
  3. Click the Gear Icon in the upper right corner
  4. Select Import ICS File
  5. Browse to and select your ICS file
  6. Review imported events and make any necessary adjustments

Note: ICS (iCalendar) is a standard format supported by Google Calendar, Outlook, Apple Calendar, and most other calendar systems. Consult your calendar application's documentation for instructions on exporting ICS files.

Resources represent equipment, vehicles, tools, or other assets that need to be scheduled for the event.

  1. Open the Event in edit mode
  2. Click the Resources field
  3. Search for and select the resources needed (vehicles, equipment, tools)
  4. Save the event to reserve those resources for the scheduled time

Note: Resource assignment helps prevent double-booking of equipment and provides visibility into resource availability across all scheduled events.

Event Management

Duplicate existing events to quickly create similar schedules without re-entering all details.

  1. Navigate to the Events module
  2. Select the event you want to duplicate
  3. Click the Hamburger Icon (three horizontal lines)
  4. Select Duplicate
  5. Modify the duplicated event's date, time, or other details as needed
  6. Save the new event

Tip: For events that repeat on a regular schedule, consider using the Recurring Events feature instead of manually duplicating.

Archive events to remove them from active search filters while preserving the record for historical reference.

  1. Open the Event in edit mode
  2. Check the Archive checkbox
  3. Save the event
  4. To view archived events, select the Archived filter from the Events list view

Permanently delete events that are no longer needed.

  1. Navigate to the Events module
  2. Select the event you want to delete
  3. Click the Hamburger Icon
  4. Select Delete
  5. Confirm the deletion when prompted

Warning: Deleting an event is permanent and cannot be undone. Consider archiving events instead if you want to preserve historical records.

Configuration & Administration

Access to the Events module is controlled by user permissions. If you cannot see or access this module:

  1. Contact your system administrator
  2. Request the Module Access (Events) permission (ID #24)
  3. Once granted, you'll find the module in the Planning workflow

Note: Administrators can manage permissions in Settings → Users / Access → select user → Access tab.

The ability to delete events requires a specific security permission. If you cannot perform this action:

  1. Contact your system administrator
  2. Request the Delete Events permission (ID #54)
  3. This permission is found in the Events section of user access settings

Users with the "View Assigned Only (Events)" permission can only see events they're directly assigned to.

If you need to view all events:

  1. Contact your system administrator
  2. Request removal of the View Assigned Only (Events) restriction (Permission ID #522)
  3. Once updated, you'll be able to see all events in the system

Note: This restriction is commonly used for field workers who only need to see their own schedules, while managers and coordinators typically have access to view all events.

The ability to create new events requires a specific security permission. If you cannot create events:

  1. Contact your system administrator
  2. Request the New Events permission (ID #67)
  3. This permission is found in the Events section of user access settings

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