Task reminders

A task with a due date reminds you at 8:00 AM your time on the day it's due, and again the morning after if it's still open. Add a Remind Me time when you create a task to be reminded at a minute you pick, as well.

Steps

1. Go to Tasks and choose New Task, or add one from a referral, client or agent.
2. Enter the task and a Due Date. Optionally pick a Remind Me date and time.
3. Choose Add Task. The reminder shows under the due date until it has gone.

Morning reminders say how many tasks are due, not what they are. A Remind Me shows the task so you know what it is for. Choose how each arrives under Settings → Notifications → Tasks and Referrals.