Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Task and Event Reminders

Avatar
Joss Rodriguez
Updated 21 hours ago
Learn how to enable reminders so youโ€™re notified before events and when tasks are assigned to you. This keeps your calendar and workload on track without manual checks.

Access notifications for Events and Tasks from your profile:
  • Click Profile (top right) โ†’ My Profile โ†’ Notifications.
  • Scroll to the General section to configure Event reminders and Task assignment alerts.

Event Reminders: Enable to set timing to 15 minutes before (you can adjust this anytime). You can select between Desktop and/or Mobile app notifications.

Task assignment alerts: Be notified instantly when a task is assigned to you.

For more advanced email options and customization, your account admin can set up a timeโ€‘based automation.
Here is more information on how to create an automation.

Below is an example of what that automation setup could look like:

Need help? Reach out to our support team at [email protected]
Did this answer your question?
๐Ÿ˜ž ๐Ÿ˜ ๐Ÿ˜ƒ