Intro to Reminders

Reminders are for those things we always want to do, but often forget. We truly intend to follow up with people or write them a card or send them an email, but then life happens and these things get pushed to the back of our minds where they're eventually forgotten. It happens to all of us. But with Reminders, staying organized and on top of all your commitments has never been easier.

By setting up reminders for key events and tasks, you'll never miss an opportunity to make a positive impact on those around you. For instance, by reminding yourself to check in with someone regularly, you're demonstrating that you value relationships. Whether you're a busy volunteer or a church leader, reminders are the perfect tool to help you stay organized and build deeper connections.

Viewing Reminders

To start, you can access your reminders from any page in Rock by clicking the  icon in the header. This is also where you'll add new reminders, but we'll get to that later.

From there you can choose to View Reminders and see a filterable list of your reminders.

Reminders can be in different states. For instance, you either still need to be reminded (Active) or you've already been reminded and taken action (Complete). Active reminders can be Due or Not Due. This is determined by the Reminder Date you select when creating the reminder, which we'll look at shortly.

  • Active: If a reminder is Active, it means you haven't been reminded yet or you haven't taken action on it yet
  • Complete: A reminder is Complete if you've already been reminded and taken action
  • Due: This means that it's time to take action on the reminder, and that you've been reminded via communication or workflow
  • Not Due: These are Active reminders that have Reminder Dates in the future

In the screenshot above we see three reminders. All of them are both Active and Due, which we can tell from the filter selections near the top of the block. These are reminders on which you want to focus and take action. With filters like this you won't see Not Due reminders, so your screen isn't cluttered with every reminder due in the future.

You can change the filters to see items that aren't due yet. After you've been reminded and have done what you need to do, you'll Complete the reminder, taking it off your list.