Configure Reminder Types

Reminder types help group, secure and organize individual reminders. Each reminder type is associated with an entity in Rock, so you can have reminders for just about anything. There are a few examples in the screenshot below to help get you thinking about what reminder types you might configure. To configure reminder types, navigate to Admin Tools > Settings > General > Reminder Types.

You have many options for setting up reminder types. For instance, do you want to receive a communication when the reminder becomes Due, or should a workflow launch and do something for you? Remember, you can set up reminder types for any entity type. All you need to make a reminder is a reminder type and a page with context.

  1. Name and Description - It's helpful to give your reminder types a meaningful name and clarifying description, especially as your list of reminder types grows.
  2. Notification Type - You can choose to be notified (i.e., reminded) by receiving a communication, or via a workflow. We'll talk more about Notification Types below.
  3. Notification Workflow - This is where you select the workflow to launch when it's time to be reminded. This is optional unless you selected "Workflow" as your Notification Type.
  4. Should Show Note - This controls whether the note associated with the reminder should be included in the reminder email system communication. We'll talk more about this below.
  5. Entity Type - This is where you decide if the reminders are going to be for people, groups, campuses or any other entity. You might have multiple reminder types with similar names and purposes for different entities.
  6. Should Auto-Complete When Notified - The reminder will stay active after you've been notified unless this is checked. You might select this if all you need is to be notified.

Every reminder you create will be of one of the types you configure as described above. You can create as many as you need, and you can assign security to each one if it's only available for certain roles or individuals. In the next section, we'll see how these reminder types get used to create reminders.