Task and Follow-up Reminders

Scheduled reminders help users return to assigned tasks and lead follow-ups at the right time.

Reminder scope

Personal reminder summaries are assignment-focused:

• Task reminders use tasks assigned to the recipient.
• Follow-up reminders use follow-ups assigned to the recipient and related permitted lead context.
• Lead digests use records assigned to that recipient.

Admins and Managers can review organization work in the task and follow-up pages, but their personal reminder does not automatically become a team-wide digest.

Timezone

Due dates and reminder windows use the organization timezone. Confirm the workspace timezone before scheduling live work across regions.

Delivery channels

A reminder may create a persisted in-app notification and may also send email when the relevant email route is configured.

If email is unavailable, check the in-app notification center and the task or follow-up list directly.

Follow-up workflow

1. Schedule the follow-up with a real owner and useful note.
2. Review due today and overdue groups.
3. Complete the follow-up after the sales action.
4. Record the outcome.
5. Schedule the next commitment when needed.

Automation boundary

Automations can schedule a follow-up after a supported lead event. They do not provide scheduled “no activity for N days” triggers. Due and overdue detection belongs to the reminder service.

Troubleshooting

• Confirm the record is assigned to the expected user.
• Confirm the due time in the organization timezone.
• Check whether the record is already completed.
• Review in-app notifications separately from email delivery.
• Ask an Admin to confirm notification and email configuration.