You can now set a Task reminder for an exact date and time - for example, "March 15 at 10:00 AM" - instead of only choosing how many days, hours, or minutes before the task it should remind you. The reminder fires at the precise moment you pick, by both e-mail and an on-screen popup.
1. Before You Start
You will need access to create or edit Tasks (To Dos) in the CRM, and an e-mail address on your user profile if you want the e-mail reminder.
The feature is available to everyone automatically - there is no setting to switch on and no special permission required. If you do not see the new date & time box next to "Send Reminder", refresh the page; if it still does not appear, contact Dazos support.
2. Setting a Date & Time Reminder
When you create or edit a Task:
1. Tick the "Send Reminder" checkbox.
2. A date & time box appears. Click it and choose the exact day and time you want to be reminded. 3. Click Save.
The Send Reminder date & time picker on a Task
At the date and time you chose, the CRM sends you a reminder e-mail and shows an on-screen reminder popup.
Tip: Pick a time in the future. If you choose a time that has already passed, the e-mail may go out on the next reminder check and the on-screen popup will not appear.
3. Where the Reminder Shows
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Open the Task and look at its details. The "Send Reminder" line shows the exact date and time you chose.
The saved reminder date & time on the Task detail screen
4. Editing or Removing a Reminder
- To change the time: edit the Task - the date & time box already shows your saved value. Pick a new date/time and Save.
- To remove the reminder: edit the Task, un-tick "Send Reminder", and Save.
Important: Editing the reminder re-arms it. If you change the time to a future moment, you will be reminded again at the new time.
5. Repeating (Recurring) Activities
A single fixed date does not make sense for a recurring activity. For recurring activities (Events that repeat), the reminder keeps the original style - "remind me several days/hours/minutes before it starts." When you turn the repeat option on, the reminder automatically switches to that style;
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when you turn it off, the date & time picker returns. Regular Tasks (To Dos) do not repeat, so they always use the date & time picker.
6. Frequently Asked Questions
Q: Will I get both an e-mail and a popup?
Yes. At the time you pick, the CRM sends the reminder e-mail to the task's owner/invitees and shows the on-screen reminder popup.
Q: What happened to the old "days/hours/minutes before" option?
For regular tasks, it has been replaced by the exact date & time picker. Recurring activities still use the "before it starts" option.
Q: I have older tasks that used the "minutes before" reminder. Will they still work? Yes. Existing reminders continue to work exactly as before and still display their original "before start" setting when you edit them.
Q: Can I set a reminder for a time in the past?
You can, but it is not recommended - the on-screen popup only appears for future times. Choose a future time so both the e-mail and popup work.
Q: Do I need an administrator to enable this?
No. It is available to all users automatically.
Need Help?
1. Open the Task and confirm "Send Reminder" is ticked and the date & time is correct. 2. Re-save the Task to re-arm the reminder.
3. Contact Dazos support with the Task details and reference CRM-3184.