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Task reminders

Get reminded about a task by text, by email, or with a browser notification, and what each one needs to reach you.

A task reminder sends you a text, an email, or a browser notification at the time you choose.

Set a reminder

Open the task form

Use Add a next action or Edit task on a contact’s page, or the Next step in Log it, then set the next step.

Open Reminder

Click Reminder and choose the date and time (Remind me at on a contact’s page).

Choose how to hear about it

On a contact’s page, tick Text message, Email or both under Notify me by. Add a next action and Edit next action also offer Browser notification, which starts ticked; Edit task doesn’t. In Log it, then set the next step, tick Text me, Email me or both.

Save the task

The reminder shows as Set, and on the Tasks tab a bell beside the task shows its time when you hover over it.

Tasks added from Quick add or a deal have no reminder until you edit them on the contact’s Tasks tab.

What arrives

  • A text to the Mobile phone in Settings > Profile, with the task, its due date and the contact’s name.
  • An email to your sign-in email address, with “Reminder:” and the task in the subject.

Both follow the Task reminders switches in Settings > Notifications. With Text switched off there, text reminders don’t send, even when ticked on a task; the same goes for Email. The Text switch starts off and Email starts on, so switch Text on before you rely on text reminders. Without a mobile number in your profile, text reminders have nowhere to go.

Browser notifications

A browser notification shows on your computer at the reminder time, but only while the Relivo tab you saved it in stays open. It is offered only in Add a next action and Edit next action on a contact’s page. Your browser asks for permission the first time.

When a reminder doesn’t send

  • The task was completed or deleted first. That cancels its reminder.
  • The reminder time had already passed when you saved it.
  • Only Browser notification was ticked, and the tab was closed.
  • No way to reach you was ticked. Follow up in 3 days fills in a 9am reminder, but it sends only once you tick Text me or Email me.
  • The Task reminders switch for that channel is off in Settings > Notifications.