How To: Set Up Email Notifications for Task Dates

1. Access Your Personal Settings: Click your Profile Picture in the top right corner. From the dropdown menu, select Settings.

2. Go to Email Settings: In the Quick Find box on the left, type Email.

3. Check Email Preferences: Select My Email Settings (or similar option, depending on your org).

   • Ensure your Email Address is correct and the Automatic BCC is set as desired.

4. Go to Activity Settings: In the Quick Find box, type Activity.

5. Enable Task Notifications: Select Activity Settings (or similar option).

   • Look for a setting related to Task Notifications (See: Task Reminder Based on Due Date using Flow )

6. Save the Change: Click Save.

7. Verify the Task: Go to the specific Task you want a reminder for. Ensure the Due Date is set correctly. Only task reminders in-app will be shown as the due date approaches. 

The system will now send you an email alert when a Task is approaching its due date.