CRM - Tasks - Notification Prior to Task Due Date

Updated :

We are introducing a new feature that allows users to set reminders for individually created tasks. Users can choose to receive notifications at various intervals prior to the task due date. Here's how it works:

Key Features:

  1. Customizable Reminders:
    • Users can set reminders for tasks at intervals of 15 minutes before, 30 minutes before, 1 hour before, 1 day before, or 1 week before the task is due.
  2. Notification Options:
    • Reminders can be sent via SMS, email, or both, depending on the selected preference in the user settings.
  3. Bulk Notification Handling:
    • If there is an exact task match for more than 10 leads, users will receive one consolidated email reminder for all tasks, but individual SMS reminders for each task.


  • Enhanced Task Management: Users can stay on top of their tasks with timely reminders, ensuring that important tasks are not missed.
  • Flexible Notification Options: Users can choose their preferred method of receiving reminders, whether via SMS, email, or both.
  • Efficient Bulk Handling: The system efficiently manages bulk notifications, reducing email clutter while ensuring that SMS reminders remain personalized and actionable.

How to Use:

  1. Set Task Reminder:
    • When creating or editing a task, users can select the desired reminder interval from the available options.
    • Choose the preferred notification method (SMS, email, or both) in the user preferences.
  2. Receive Notifications:
    • Based on the selected settings, users will receive reminders at the chosen intervals via the specified method(s).

This new feature enhances task management within the CRM by providing customizable and timely reminders. Users can ensure that they stay on track with their tasks, improving productivity and efficiency. If you have any questions or need assistance with this feature, please contact our support team.



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