CRM

AElmeligy
Participant

send reminder email for tasks

SOLVE

Hi HubSpot team, 

 

I want ask if there is a way to automatically send a reminder "email" to tasks' Assignees. 

 

Thanks in advance 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

send reminder email for tasks

SOLVE

Hi @AElmeligy,

 

The task assignee can do this on their own: https://knowledge.hubspot.com/tasks/create-tasks#set-defaults-for-creating-tasks

 

When you create tasks for others (manually, via workflow), you can also specify when they should be reminded:

 

karstenkoehler_0-1696872757670.png

 

With notification profiles you can make sure that users don't disable these emails: https://knowledge.hubspot.com/settings/create-notification-profiles

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
Mink_CC
Contributor | Elite Partner
Contributor | Elite Partner

send reminder email for tasks

SOLVE

Hi Karsten,

To go a bit further on this one. Could it also be possible to send a reminder only when you don't complete a task?
In my usecase, I have a workflow where a task is created for the next business day. 
I would only like a reminder if I don't complete that task. I know it's in my task overview tool, but a reminder on that would be great as well.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

send reminder email for tasks

SOLVE

Hi @AElmeligy,

 

The task assignee can do this on their own: https://knowledge.hubspot.com/tasks/create-tasks#set-defaults-for-creating-tasks

 

When you create tasks for others (manually, via workflow), you can also specify when they should be reminded:

 

karstenkoehler_0-1696872757670.png

 

With notification profiles you can make sure that users don't disable these emails: https://knowledge.hubspot.com/settings/create-notification-profiles

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

mcdonaldbryan
Member

send reminder email for tasks

SOLVE

There used to be a setting in the tasks that made the "send a reminder email" when task was due. That's doesn't seem to be there anyomore and now I have to choose it everytime I create a task. I'd like to have it email me every time without having to manually click the button

0 Upvotes