Setting Reminders in TrialWorks

In TrialWorks Tips by trialworks

Remember! Sunday, May 14, 2017 


Are you working so much that you forget important dates such as birthdays, holidays, and Mother’s Day?

Don’t let another date creep up on you. Use TrialWorks’ Reminders to alert you to those critical dates before they arrive.

Reminders - View at Startup-44056

Step #1, set your Reminders List to appear when opening TrialWorks.

To do this, simply navigate from the User Settings on the Ribbon Bar to the Default Values tab, and select “Enable Reminders on Startup” and “Prompt before Exiting.”

Reminders - Setting Default Values-44056

Step #2, create a Docket Entry.

Since Reminders are associated with Docket items, you will need to create a docket entry and set a reminder. To do this, simply navigate to your Docket Tab, click the plus sign to open the detail box and create a new entry, and remember to check the Reminder Box with the number of days you want to set as a reminder. Remember to close the door when you are done.

Reminders - New Docket Entry-44056

If you’re interested in learning more about Creating Reminders in TrialWorks, contact Training at 800-377-5844 option #1.


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