Reminders List

Overview

The Reminders "List" tab provides a comprehensive view of all your reminders, regardless of the feature they were created for. From this page, you can easily manage your reminders by selecting multiple items to edit or delete, or by adding individual reminders as needed.

This centralized hub makes it simple to keep track of and organize your reminders, ensuring that no important tasks are overlooked.

How to Access the Page

You can access the Reminders feature page by clicking on the Bell icon in your MobiWork account:

Reminders List Tab Layout

Once you click on the Bell icon, you will be redirected to the Reminders "List" tab; from this page you can see all your reminders' data summarized on one page.

Below is a list of the main features that are located on the "List" tab:

Search Area

Free-Text Search

You can type in the search bar (free-text search) to locate a specific reminder. Once you click in the search bar, the search drop-down menu will automatically appear. You can use the search drop-down menu or continue typing your own search parameters:

When typing in the search bar, the drop-down menu will provide some helpful search criteria. With free-text search you will also be able to search by:

The customer name.
The description of the reminder.
The reminder priority (i.e., high, medium, low).
The reminder or due date.
The reminder type (e.g., work orders).

If the number of reminders surpasses the number range, the subsequent number of reminders will be found on the next page:

To navigate through these pages, use the First, Previous, Next, and Last buttons located towards the bottom of the Reminders section.

Predefined Saved Searches

Saved searches are a powerful search tool where the search-criteria has been saved for future use.

These saved searches will appear in the drop-down menu and can also be used for dashboards and reports.

By default, MobiWork provides a saved search for you to use:

The predefined search for your reminders can be found below:

Show All

You can access any of the saved searches by clicking on the "Search Area" and selecting your desired "Predefined Saved Search" from the drop-down menu.

If you would like to view all your reminders, click on the "Show All" option from the drop-down menu:

New Search

To create a new saved search, select the "Create a New Advanced Search" option from the search menu:

After clicking on "Create a New Advanced Search" a pop-up window will appear where you can enter your data in the appropriate fields. If you would like to exit from this pop-up window you can click on the esc button from your keyboard.

Please note that once you name a new saved search, you will be unable to rename it (instead you would need to delete your saved search and create a new one).

Once you have finished inputting the required information, you can save the search, make it available to all users, or make it your default search:

Further definitions for all the terms in the New Search pop-up window can be found below:

Name:	Description:
"Customer Name"	The customer associated with the user's reminder.
"Description"	The description of the reminder.
"Priority"	The reminder priority (i.e., high, medium, low).
"Category"	The reminder category.
"Reminder Date"	The reminder date range.
"User"	The user the reminder is for.
"Page Size"	The number of results per page.
"Sort By"	Sorts your search in ascending or descending order by: Type, Due Date, Priority, or None.
"Save this Search"	Allows the search parameters to be saved under a name to be reused in the future.
"Search Available"	Allows the search to be available to all users.
"Default Saved Search"	Makes the specified search the default saved search.

Manage Saved Searches

Any new searches or existing searches can be managed or edited in the Manage Saved Searches pop-up window:

To manage, edit, or remove any Saved Searches you can access the "Manage Saved Searches" option in the drop-down menu; the Manage Saved Searches pop-up window will then appear:

You can add a new saved search by clicking the New Search button in the top right of the pop-up window.
You can rearrange the order of the saved searches by clicking, then dragging & dropping the selected Search.
You can edit or delete a selected saved search by using the drop-down menu under the "Actions" column.

If you would like to easily close this pop-up window, you can click on the esc button from your keyboard.

Global Actions

The "Global Actions" section is located at the top-right of your "List" tab:

The "Global Actions" section includes:

The Plus Sign button which will allow you to quickly add a new reminder.
The More Actions button (represented by the three vertical dots) which will allow you to edit selected reminders, delete selected reminders, or access the settings page.
The Question Mark button which will direct you to the respective MobiWork Features page.
The Graduation Cap which will activate the Onboarding Assistant.

After clicking on the vertical three dots in the top-right corner, the More Actions drop-down menu will appear.

From the More Actions drop-down menu, you can select various actions that will help to manage your reminders.

These actions can be performed on a single reminder or on multiple reminders.

The complete list of actions found in the More Actions drop-down menu are defined below:

Name:	Description:
"Edited Selected Reminders"	Edits the selected reminders.
"Delete Selected Reminders"	Deletes the selected reminders.
"Settings"	Directs you to the Reminders Settings page.

List Tab

The "List" tab will display the data associated with the reminder and will allow you to perform actions on the selected reminder.

List Tab Columns

In the "List" tab, the columns are structured to display specific data related to each individual reminder.

These columns are organized as: "Assigned To," "Date," "Entity," "Contact Info," "Description," "Priority," and "Actions:"

The corresponding rows under the column headings will display the relevant reminder data.

The checkboxes (multiple selection area), will allow you to select either one or multiple reminders to edit or delete:

By clicking the topmost checkbox in the column heading you will select all the reminders.

The "List" tab column headings are defined as:

Name:	Description:
"Assigned To"	The user the reminder is assigned to.
"Date"	The date that the reminder was created.
"Entity"	Lists any associated entities connected to the reminder (e.g., customers, work orders, quotes, and more).
"Contact Info"	If the reminder is associated with a customer, their contact information will appear in this column.
"Description"	The description of the reminder.
"Priority"	The reminder priority (i.e., high, medium, low).
"Actions"	Allows you to edit or delete the selected reminder.

List Tab Individual Actions

When selecting a reminder and clicking on the Individual Actions button (the three vertical dots under the "Actions" column) you will be able to edit or delete the reminder.

Any actions that are done with the Individual Actions button will only apply to the selected reminder:

The options that are displayed when you select the Individual Actions button are also available under the right-click actions.

List Tab Right-Click Actions

When right-clicking with your mouse on a reminder in the "List" tab, you will be able to edit or delete the reminder.

The options that are displayed when you right-click on a reminder are also available when you select the Individual Actions button.

Any actions that are done with the right-click actions will only apply to the selected reminder:

The definitions for the actions found in the Individual Actions and when you right-click in the "List" tab are below:

Name:	Description:
"Edit"	Allows you to edit and view the selected reminder.
"Delete"	Deletes the reminder.
"View Customer"	This action is only available if the reminder is associated with a customer; it will allow you to view the customer.
"Edit Customer"	This action is only available if the reminder is associated with a customer; it will allow you to edit the customer.