Setting up email reminders for tasks

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.

Don't forget to remind yourself to watch our tasks video!

To set a reminder:

  1. Add or edit a task.
  2. Click the Add Reminder link.

    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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