Set Up Task and Event Reminders

Get a heads-up before your events start and the moment a task is assigned to you, so nothing slips while you're busy elsewhere.

Turn On Reminders

1. In the top-right corner, click your profile.
2. Click My Profile.
3. Open the Notifications tab.
4. Scroll to the General section.
5. Set the reminders you want:

• Event reminders: Turn on to be reminded before each event. The default is 15 minutes before, and you can change it at any time. Choose desktop notifications, mobile app notifications, or both.
• Task assignment alerts: Turn on to be notified as soon as someone assigns you a task.

Desktop notifications also need your browser's permission — see Set Up Browser Notifications.

Get Event Reminders by Text Message

If you have a US or Canadian mobile number, Pipeline CRM can text you 15 minutes before each event.

1. Go to My Profile > General.
2. Enter your number in Mobile Number.
3. Save your changes.

Send Custom Email Reminders with an Automation

For more advanced email reminders than the settings above offer, an admin can build a time-based automation. See Automations Overview.

Need help? Contact support at customercare@pipelinecrm.com.