Table of Contents

Purpose Reminders Module Selected Reminder Using Reminders Creating Reminder Completing Reminders

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, allowing for delegation and collaboration. Each reminder can include notes, repeat schedules, due dates, and multiple assigned users, with badge notifications alerting users to pending items.

Personal To-Do Lists
Create and manage personal reminders to stay organized and on track
User Assignment
Assign reminders to yourself or other users for delegation
Recurring Reminders
Set repeat schedules for reminders that recur daily, weekly, or at custom intervals
Badge Notifications
Receive visual badge alerts for pending and due reminders
Notes & Details
Add detailed notes and context to each reminder for reference
Filter Views
Filter between complete and incomplete reminders, yours or all users

Reminders List View

The list view displays all active reminder records for the current user

Click the + icon to create a new reminder.

Click the ≡ icon to edit an existing reminder and access its settings.

  • My Incomplete - Display all incomplete reminders assigned to you
  • All Incomplete - Display all incomplete reminders across all users
  • My Complete - Display all completed reminders assigned to you
  • All Complete - Display all completed reminders across all users

Selected Reminder

When selecting a reminder, click the ≡ icon to access its settings

Enter details and additional information about this reminder.

Choose how often you'd like the reminder to repeat. Options include daily, weekly, monthly, or custom intervals.

Enter the date you'd like this reminder to trigger. Users will receive badge notifications when the date arrives.

Assign users to or remove users from the reminder. Use the + icon to add users and the trash can icon to remove them.

Mark the reminder as complete. This removes the badge notification. For recurring reminders, completing advances it to the next occurrence.

Permanently delete the selected reminder from the system.

Frequently Asked Questions

Common questions about using Reminders in TRUE.

Creating & Managing Reminders

  1. Click the Reminder icon in the header bar
  2. Select the + icon
  3. Type in the title of your reminder
  4. Select the ≡ icon to access settings
  5. Add notes, set repeat frequency, and enter the trigger date
  6. You are automatically assigned as the creator
  7. Use the + icon in the Assigned section to add other users

There are two ways to complete a reminder:

Method 1: Using the Hamburger Icon

  1. Navigate to the Reminders list
  2. Select the ≡ hamburger icon on the reminder
  3. Locate and select the Complete toggle in the bottom left

Method 2: From the List

  1. Navigate to the Reminders list
  2. Select the circular completion toggle to the left of the reminder name

Note: Completing a recurring reminder advances it to the next occurrence rather than removing it entirely.

  1. Open the reminder settings by clicking the ≡ icon
  2. Locate the Assigned section
  3. Click the + icon to add users
  4. Select the user's name from the list
  5. To remove a user, click the trash can icon next to their name

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