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:
- Add or edit a task.
- Click Add Reminder.
- Select a reminder date from the calendar in the date field.
- Click the time field and use your keypad and arrow keys to enter or select a time.
- Click Save at the top of the page.