Adding a reminder to a task

Each Insightly task can be set up with a reminder when it is created or edited. At the set date and time, Insightly will send an email and a push notification through our mobile apps, if you've enabled notifications for the app.

Only the person responsible for the task can set and receive the reminder. So, if you create a task but assign it to someone else, they'll need to edit the task and select the date and time.

To set a reminder:

  1. Add or edit a task.
  2. Click Add Reminder.
    Add reminder
  3. Select a reminder date from the calendar in the date field.
    Reminder date and time
  4. Click the time field and use your keypad and arrow keys to enter or select a time.
  5. Click the Save button at the top of the page.
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