ProspectSafari can send you a daily email with the tasks you have due, so nothing slips. There is no reminder per task: the daily summary does that job.
Set up your daily summary
- Open "Settings" in the left menu and find the "Notification setup" card.
- Click its pencil. In "Notification setup" tick "Task reminder summary".
- Pick the "Task reminder time" (01:00 to 24:00, in your own time zone).
- Admins can also tick "Task reminder for tasks assigned to any team member" to include every team member's tasks.
- Click "Save".
The card then shows "Daily task summary" ON, the time and, for admins, "Remind me of all tasks".
What the email holds
At that hour you get an email on days when you have tasks due:
- how many tasks are due today;
- how many are overdue, by priority (high, medium, low);
- up to 30 of today's tasks, with their prospect;
- a link to your task list.
No tasks due that day, no email.
Each member sets this for themselves, in each workspace. A member's summary covers their own tasks, plus tasks with no owner where the workspace shares unassigned prospects. An admin's covers their own tasks and tasks with no owner, or every team member's tasks with the admin option ticked.
Tasks with the priority "High" are also added to their owner's connected Google or Outlook calendar, so you can get your calendar's own reminders for them. See Queue mode for working through your tasks.