Turn on due-date reminders for a date field
Turn on the reminder for a date field, and the primary assignee gets a notification on the day, with a follow-up task. On a date and time field, the alert arrives one hour before.
Before you start · for owners and managersPermission to edit the field’s settings
Before you start · for owners and managers
Permission to edit the field’s settings
- You need: Permission to edit the field’s settings
Steps
1
Open the unit’s settings → Fields, and choose the date field.
2
Turn on Notify when this date arrives.
3
Decide whether to keep Also create a linked task on (it’s on by default).
4
Save.
How it works
The reminder arrives as a notification in the app and on the phone, and opens the record directly. Its title reads like “Visit date is due today” or “Visit date is due in an hour”.
The follow-up task is titled “Field name: Record name”. It’s due the same day, assigned to the same person and linked to the record.
Each due date is reminded once. Changing the date turns the reminder on again.
At a glance
Field type
When it arrives
Follow-up task
Date, start date, due date
When the day arrives in the workspace’s time zone, checked every hour
Yes, unless you turn it off
Date and time
One hour before, checked every 5 minutes
No
If something goes wrong
What you see
Why
What to do
The reminder didn’t arrive
The record has no assignee, the date is empty, or the reminder isn’t turned on.
Assign the record and check the setting.
My other teammates don’t get it
The reminder goes to the primary assignee only.
Use an automation. See Automation actions: everything an automation can do.
The notification arrived without a task
The field is a date and time field, or the follow-up task is turned off.
This is expected.
A real example
Basma Clinics
The situation
The doctors forget to review a patient’s file before the appointment.
What they did
- They turned on the reminder for the “Appointment time” field (date and time).
The result
The doctor gets an alert one hour before every appointment, and opens the file from the notification.
A made-up company, to show the idea. The numbers are rounded.
Good to know
It goes to the primary assignee only. Records with no assignee get no reminder.
There’s no “3 days before” or custom timing. Use a scheduled automation.
A date and time that has already passed isn’t reminded.
No follow-up task is created for the fields of the tasks unit itself.
Up to 5,000 records per field in each check.
Did this guide solve it?
If not, we’ll ask what was missing.