Purpose
The Reminders feature allows users to create a personal to-do and Reminder list to stay on track and keep organized. Reminders are user-specific but can be assigned to other users, in addition to setting alerts for each Reminder.
Reminders Module
The Reminders list view displays all active Reminder records for the current user.
| “+” icon | Create a new Reminder. |
| “≡” Icon | Use to Edit a Reminder. |
Filters
| My Incomplete | Display all assigned incomplete reminders. |
| All Incomplete | Display all incomplete reminders. |
| My Complete | Display all completed assigned reminders. |
| All Complete | Display all completed reminders. |
Selected Reminder
When selecting a specific Reminder, select the “≡” Icon, and a pop-up will appear with the following options:
| Notes: | Enter details about this Reminder. |
| Repeat | Choose how often you'd like the Reminder to repeat. |
| Date: | Enter the date you'd like this Reminder to trigger. |
| Assigned | Assign users to, or remove users from the Reminder |
| Complete | Mark the Reminder as complete. Removes the badge notification. |
| Delete | Permanently delete the selected Reminder. |
Using Reminders
Creating Reminder
- Click Reminder icon.
- Select “+” icon.
- Type in the title of your Reminder.
- Select the “≡” icon.
- Add any additional details or information about this Reminder in the Notes section.
- Select the frequency of this Reminder by choosing from the drop down menu in the Repeat section.
- Enter the date you would like this Reminder to trigger in the Date section.
- As the individual creating the Reminder, you will automatically be added. You may select others to be assigned by selecting the “+” icon, to the right of Assigned and selecting their name from the list.
- If you wish to remove an Assigned person, select the Trash Can icon to the right of their name.
Completing Reminders
Selecting complete for a recurring event, will advance the Reminder to the next occurrence.
Hamburger Icon (≡)
Reminder List
- Navigate to the Reminders list and the reminder you would like to complete
- Select the “≡” hamburger icon
- Locate and select the “Complete” toggle in the bottom left of the card.
- Navigate to the Reminders list and the reminder you would like to complete
- Select the circular completion toggle to the left of the Reminder name