CRM Daily Work
Task reminders and who gets them
What the CRM tells people about their tasks, who receives it, and what to do when somebody says they were never told.
Last updated October 14, 2026
A task nobody knows about is a task nobody does. The CRM notifies the person a task is assigned to, so work handed over actually lands.
Who is told
The assignee — the person whose name is on the task. Not the person who created it, and not the rest of the tribe. If you want a colleague to know about something without owning it, @mention them in a note instead.
When the reminder is sent
A task emails its reminder at the time in its Reminder field. When you create a task and give it a Target Date, the reminder is filled in for you at the tribe's default task time on that day, which is 7:00am unless it has been changed. That way the day's reminders arrive before the team starts work, rather than at scattered times through the day. If the default time has already passed for the day you pick, the reminder is left empty so you are not emailed straight away. You can always type a different reminder, or clear it.
- To change the default, open the tribe's CRM, select Settings, and find the Default task time card.
- Enter the time and leave the field. The change is saved straight away and applies to tasks created from then on, including follow-up tasks booked from a call list.
When somebody says they were not told
| Check | Why |
|---|---|
| Is the task actually assigned to them? | An unassigned task notifies nobody at all. |
| Is their team member profile linked to their login? | A team member who is not linked to a user account cannot be notified. |
| Are they in this tribe? | Assignment offers the tribe's CRM team members; someone removed from the tribe stops seeing its work. |
The list still matters
Notifications are a prompt, not a system. The reliable habit is opening Due Today or Overdue every morning — it does not depend on anyone noticing a message.