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Version 1.0
Created: 16 July 2024
Updated: 16 July 2024

How to Create a New Reminder Template and Enable Auto-Population?

Reminders serve as a digital assistant for you and your team to keep track of your daily tasks, important projects, milestones and many more depending on how you and the team have configured it.

Navigate to the section by clicking it.

Create New Reminder Template

  1. At the desktop site’s navigation bar, go to Template Settings > Reminder Templates.
    Create Reminder Templates Here: https://system.caction.com/reminder/templatev2

    Create Reminder Template Step 1

    *Note: You must have access to Template Settings menu to perform this action. Please request permission or help from your admin if you do not have access to the menu.

  2. Click on the Category section to expand.

    Create Reminder Template Step 2

  3. Select the category you want to create a new reminder for.

    Create Reminder Template Step 3

  4. Click “Create new template”.

    Create Reminder Template Step 4

  5. Enter the details for the reminder.

    Terms Meaning
    Template Name Enter the name of the new reminder.
    Reminder Type Choose whether the reminder is internal or external. *Note: External reminder may incur additional cost. Need to check with your consultant prior using it.
    Action Type Choose the reminder notification type - push notification or email.
    Message Title Write the message title to show on the notification.
    Message Content Write the content about the reminder.
    Condition Select the condition for the reminder.
    Internal Recipient Internal Recipient = Choose the user type received. (Default recipient will include users assigned to the Job/Project/etc.)

    Create Reminder Template Step 5

    *Note: External reminder may incur additional cost. Please check with your Caction Consultant for further information.

  6. If you wish to add another reminder in the same template, click “Add Reminder” and repeat the previous steps. Otherwise, click “Save”.

    Create Reminder Template Step 6

  7. The reminder template is saved successfully once it appears on the list on your left.

    Create Reminder Template Step 7



Autopopulate Setting

  1. Click “Reminder Autopopulate Setting”.

    Create Reminder Template Step 8

  2. Select the category that you would like to include the reminder in.

    Create Reminder Template Step 9

  3. Tick the box to show the reminder in the category.

    Create Reminder Template Step 10

  4. Click “Save Changes”.

    Create Reminder Template Step 11

  5. Click “Yes” and the reminder will be automatically populated into the category when a new Job of the same category is created.

    Create Reminder Template Step 12




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