---
title: Task Reminders (CRM Pro)
description: Learn how CRM Pro users set task reminders in Dealius — reminder options, email and in-app notifications, and when reminders stop.
---

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# Task Reminders (CRM Pro)

## How to set reminders on tasks so you never miss a follow-up.

CRM Pro users can set a reminder on any task to receive an email and in-app notification ahead of the due time. Reminders are personal — only you see and receive the reminders you set.

This feature is available to **CRM Pro users only**.

---

**Setting a Reminder**

In the Add or Edit Task form, use the **Reminder** dropdown located above the Notes field. Options:

| Option | When the reminder is sent |
| --- | --- |
| No Reminder | No reminder is sent. This is the default. |
| At Task Due Time | At the exact due date and time. |
| 30 minutes before | 30 minutes ahead of the due time. |
| 1 hour before | 1 hour ahead of the due time. |
| 1 day before | 24 hours ahead of the due time. |
| 1 week before | 7 days ahead of the due time. |
| Custom | Choose your own date and time for the reminder. |

Select an option and save the task. No reminder is set by default — you must choose one explicitly. ![image-20260918-103628](https://support.dealius.com/hs-fs/hubfs/image-20260918-103628.png?width=670&height=659&name=image-20260918-103628.png)

---

**Who Can Set a Reminder**

Any CRM Pro user can set a reminder on **any task they have access to**, including tasks they did not create and tasks assigned to someone else.

Reminders are specific to the user who set them. If three people set a reminder on the same task, each receives only their own — and none of them can see the others' reminders.

---

**How You'll Be Notified**

**Email:**

```
Hello [Username],  This is a reminder for your task: [Task Name]  Due: [Due Date] at [Due Time]  [View Task →]  Best regards, Dealius Team
```

**In-app notification:**

Title: *Task Reminder: \[Task Name\]*  
Body: *Due \[Today at 3:00 PM / Tomorrow at 9:00 AM / on Jan 15 at 2:00 PM\]*

Example: *Task Reminder: Call with Adam Jones — Due Today at 3:00 PM*

---

**When Reminders Stop**

| Situation | Behavior |
| --- | --- |
| Task marked as Done | Reminders stop immediately. |
| Task due date is in the past | Reminders stop. Overdue tasks do not generate reminders. |
| CRM Pro deactivated, then reactivated — task is overdue | No reminders are sent. |
| CRM Pro deactivated, then reactivated — task is not overdue | Reminders resume on their regular schedule. |

---

**Reminder Timing and Your Timezone**

Reminder delivery follows the timezone set under *User Settings \> Preferences \> My Timezone*. This defaults to your office timezone but can be overridden per user. If your reminders are arriving at unexpected times, check this setting first.

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