Task reminders

Hi everyone! Does anyone have any tips for creating task reminders? My team likes to create tasks ahead of time (as we're planning for the quarter), but we're trying to figure out how to set up a reminder for that task (maybe a week or two before the due date). Is this possible?

I've been combing through the community posts looking for answers- I think I might need to create a Custom Report but I'm hoping there is an easier solution. Thank you!!

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Devree Czupinski

Hi @Ellen Lardner,

I would see if you can add an automation action for those tasks! We have done this at the project level for our development projects. We have a rule that gives us an @ mention and notification 3 days before it is due and 12 hours before it is due. Automations can be added at the space level and the account level!

Jess Cuddy

Hi @Ellen Lardner, a solution our team uses (please note, this only applies to recurring tasks) is the "Create Upfront" feature to act as reminders.

We set all of our recurring tasks to create 2 upfront. This means that we will be notified via our inbox of an upcoming task, in alignment with the frequency specified on this task.

For example, the task I have shown here occurs on a weekly frequency, so we receive a notification in our inbox for a task on this recurrence 1 week ahead. See below:

For tasks that occur daily, they appear in our inbox 1 day before, fortnightly 2 weeks before, etc.

It is not an exact solution to what you are asking but something that has been helpful for our team. Thank you!

Lea Labastida

@Devree Czupinski Thank you for that automation sample. I am going to test it for our PMO needs!

Ellen Lardner

This is all super helpful!! Thank you both for your ideas and the screenshots!