Task Reminders with Date & Time and Notification for User
I like to create a task on every job card so i know what i have to do next. Maybe it's calling the lead back tomorrow at 9am - right now there is no task that is time bound for us. I'd like to be able to create a task for tomorrow that i get notified at 8:50 to call lead at 9.
This request was merged into another request
Comments6
Danielle Walls
Feb 27
•Merged request
•21 votes
Update Tasks
Ability to set reminders for tasks and to see what customer they are connected to in the Tasks section rather than just under their Contact information.
Anonymous User
Mar 6, 2024
I second this, or even a notification feature to remind us of tasks we've created that need to be attended to by a certain time!
Jess Stephenson
May 14, 2024
Yes would really like to be able to see contact info for each task in the main tasks area so I can go down the list and just knock them out. I would use this every day!
Jeremy harrison
Aug 14, 2024
This is a great suggestion and we have this as part of an overall rework of the task feature on the development roadmap, which will also include the ability to assign and schedule reminder notifications. We do not currently have an ETA on when this project will begin but we’ll keep the community updated.
Clayton Glasco
Oct 27, 2025
What’s the timeline on this?
Hannah Bradford
Jan 24, 2025
I agree. I have been using tasks to know when to follow up with people and need to see the dates on that