Setting a reminder on a section is the same as setting a reminder on a Task.
To set a reminder on a Task:
At this time, reminders only work on iPhones and iPads, not the Mac or PC. Check back later to see if this feature has been added to the Mac and Windows versions.
If you can’t set a reminder:
Make sure you are trying to set the reminder in the Day Planner. If you are looking at the Task from the Master List, there will be no option to set a reminder. Move it to the Day Planner and then the option to set a reminder will appear.
In your Day Planner on your phone, tap on a task and choose “Add Reminder”. After saving the reminder time, the app will prompt you for the permission to send notifications if you haven’t already granted it. If it does prompt you, then wait for your reminder to fire to see if that fixes the issue. If not, continue with the steps below.
2. Double check the task and make sure there is a reminder set for today and not tomorrow. If it’s set for tomorrow that means that you set it for a time in the past so it was assumed that tomorrow is when you wanted the reminder. To check this, find the Task or Section in the Day Planner and tap on it. Go to Edit reminder and see the time it was set to notify you.
3. If you are using the Focus feature (new in iOS 15) you will have to add DailyBalance to your “exceptions” list in the focus that you have set not disturb you (like Work focus or Do Not Disturb). Do this in the Settings app on the phone, and then go to Focus.
4. Remember that reminders only go off on iPhone and iPad and not Mac or PC.
Snooze is an option for when you add a future due date to a Task. When you add a future due date, the option for “Snooze” becomes available. This changes the task into a One-Time Trigger. This will have the effect of hiding the task until it is due. The Trigger gets stored in the Triggers folder and will fire when the due date comes around. That will cause the Task to reappear in your Inbox folder on the due date.
It’s a good idea to do this if you don’t want to “clutter” your This week folder with things that don’t have to be dealt with yet.
For more on One-Time Triggers, see: What are One-Time Triggers?
One-Time Triggers allow you to create a Trigger that will fire one time and then delete itself. Simply choose the One-Time Trigger type when adding a Trigger or Task and choose a date. When the date comes due, the Trigger will fire and create a new Task in the Incoming folder, and then the Trigger will delete itself.
This is a great way to get tasks out of sight until they’re due without the danger of forgetting about them.
For example, say you want to call “Joe” on his birthday next Tuesday. Having the task “Call Joe” on your list before next Tuesday is sort of pointless since you can’t do anything with it before that. Instead, change that task to a One-Time Trigger due on Tuesday. When Tuesday rolls around, the “Call Joe” task will appear in your Incoming folder.
First, why would you want to use the Filter View?
The Filter View gives you an alternate way to view a set of Tasks that all meet certain criteria. In the Filter View, you can choose to filter Tasks by Tags that you can assign or by dates.
For example, if you want to only show items that you need to get when you’re out doing errands, assign those tasks a tag (for example, Grocery store or Home Depot). Then, when you’re about to go to Home Depot you can pull up a list of just those tasks in the Filter View.
The Filter View also has built in functionality that allow you to see Tasks due today, overdue Tasks, and upcoming Tasks. Or you can show all tasks that have due dates, in order from oldest to newest (in Filter View show “Tasks by Due Date”)
Second, HOW do you use Filter View?
To access the Filter View on the Mac or PC, click the button three vertical bars on the right side of the titlebar area. This button is used to toggle the Filter View on and off. Then tap on the filter icon on the upper right to choose which filter you want use.
Filter View on iPhone an iPad is the 3rd tab at the bottom of the app. Select that option called Filter View and then choose the filter you want to use.
See: How do I use Tags?
Tags give you an alternate way to create sets of Tasks regardless of where they are in your Master List. When adding or editing a Task, you can choose one or more Tags to assign to the Task.
For example, you might have a few different projects in your Master List related to improving things around the house. Inevitably, there is a sub-task in each of these projects to get something from the hardware store. For each of those sub-tasks, you can assign a Tag called “At Hardware Store”. This way when you do go to the store, you can see all of the things with that Tag and reduce the number of trips you need to make. Wouldn’t that be nice?
You can view the set of Tasks with a particular Tag by using the Filter View. Simply choose the Tag as the filter for the Filter View. See Using the Filter View to learn more.
When you are assigning Tags, you can create a new Tag if it doesn’t already exist. To manage your Tags, choose Edit Tags from the system menu. There you can add, edit and delete Tags.
DailyBalance may seem similar to a calendar app in some respects. But DailyBalance isn’t trying to replace your calendar. You should still use your calendar for “fixed” appointments. Things like meetings that have a start and end time belong on your calendar.
We recommend that you check your calendar when planning your day and week. You might have tasks associated with calendar appointments. For example, you might need to prepare for a meeting or send out meeting notes after.
But… you should not use your calendar to remind you of things that you need to do. That just doesn’t work well. For example, if you want to remember to pay the bills on the first day of each month, you could put that on your calendar. When say March 1st rolls around, you will probably see it on your calendar. But, let’s say that you get extra busy on March 1st or you were traveling and couldn’t pay the bills that day. The problem with calendars is that you never really think to look into the past to see what you missed. Instead, your brain needs to kick in to remind you. That’s not good — it distracts you when you’re trying to get things done.
With DailyBalance, Triggers handle recurring “things to do”. In the example above, you would have had a monthly Trigger set to fire on the 1st day of the month. When March 1st rolls around, DailyBalance would fire the Trigger and create a “Pay the Bills” Task in your Incoming folder. Now, when you get back from your traveling, “Pay the Bills” will be waiting for you. No need to look back over your calendar for what you missed. No need for your brain to remind you — DailyBalance will. Once you actually pay the bills, you can delete the Task or check it off. This process works a lot better than using a calendar for tasks.
To learn more, see: How do Triggers work?