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Create Reminders (Mobile App)

Creating reminders helps manage tasks, avoid missed deadlines, and stay organized, boosting productivity.

Updated over 2 weeks ago

Discover how to create reminders using our mobile app with these simple steps:

  1. Access Reminders:

    • After logging in, tap the main menu icon in the top left corner and select
      "Reminders."
      ​

      The sidebar menu of the mobile app is open, showing various modules like Dashboard, Tasks, Assets, and Reminders. The "Reminders" option is highlighted.

  2. Open Reminder Creation:

    • Once in the Reminders section, tap the Plus button in the bottom right corner to start creating a new reminder.
      ​

      The Reminders screen is displayed with a list of scheduled reminders. A green plus (+) button in the bottom-right corner is highlighted for adding a new reminder.

  3. Set Up Reminder Details:

    • You can choose to create a reminder for yourself or assign it to another user.

    • Enter a clear Description for the reminder.

    • Choose the Reminder Type: either specify a number of days or set an exact date.

    • Decide if the reminder should Repeat periodically.

  4. Choose Notification Method:

    • Select how you would like to be notified: by Email, Mobile App, or both.
      ​

      The "Create Reminder" screen is shown. Fields are filled out to set a reminder titled "Update emergency contact list", assigned to the current user, set to trigger in 7 days, with email and mobile app notifications enabled.

  5. Save and Confirm:

    • After entering all the necessary information, tap Save.

    • Refresh the list to see your new reminder displayed.
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      The reminder "Update emergency contact list" now appears in the list, with its scheduled date and time shown as September 11, 2024, at 1:06 PM.


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