Set up task reminders and daily task digest emails

When you create a task, you can set a reminder to receive an email notification on that specific task. To receive a summary of your tasks due each weekday, you can also opt in to daily task digest emails.

Manage reminders for tasks

When creating or editing a task, set up reminder emails to be sent based on when the task is due. An individual email reminder email will be sent to the task owner for each task with a defined reminder.

You can manually add or edit a reminder set a default reminder for tasks you create.

To edit a reminder for tasks:

1. In your HubSpot account, navigate to CRM > Tasks.
2. To manage the reminder for an individual task:
   • Create or edit a task.
     
   • Click the Reminder field, then select an option for when to send the reminder: At task due time, 30 minutes before, 1 hour before, 1 day before, or 1 week before. To set a custom reminder, select Custom Date, then select a date and time.
   • To turn off a reminder, click the Reminder field and select No reminder, or if you've set a custom reminder, click Clear.
   • Click Create or Save.
3. To manage reminders for multiple tasks:
   • Select the checkboxes of the tasks to edit.
   • Click edit Edit at the top of the table.
   • Click the Property to update dropdown menu, then select Due date and reminder.
   • Click the Reminder field, then select an option for when to send the reminder for the tasks: At task due time, 30 minutes before, 1 hour before, 1 day before, or 1 week before. To set a custom reminder, select Custom Date, then select a date and time.
   • To turn off reminders for the tasks, click the Reminder field and select No reminder, or if you've set a custom reminder, click Clear.
   • Click Save. The reminder set will apply to all selected tasks.

Receive task daily digest emails

Daily digest emails show which tasks you have due each weekday. To opt into the daily digest emails, you must complete the following steps and have completed at least three tasks in the past 17 days.

Please note: tasks with a defined reminder will still send individual email notifications to your inbox. To stop individual task reminder emails, turn off task reminders. If you've turned on a default reminder time, reminders will be automatically turned on when you create tasks. You can turn off task reminders for these tasks or change the default to No reminder to avoid automatic reminders moving forward.

1. In your HubSpot account, click the settings settings icon in the top navigation bar.
2. In the left sidebar menu, click Notifications.
3. Click Tasks to expand its notification options.
4. Select the checkbox next to Task daily digest to receive the emails. Clear the checkbox to stop receiving the emails.
5. Click Save.

On weekdays, the digest will be prepared by at 6AM and sent to your email inbox at 8AM, based on your HubSpot account's default timezone. Any tasks created between 6AM and 8AM are not be included in that day's digest.

If there are no tasks due, the email will not be sent.

The email digest contains:

• The number of Due Today tasks. These are all tasks whose due date are on the day the email is sent.
• The number of To-do, Calls, and Email tasks based on the task type.
• Details on three tasks, including title, associated records, and whether they are marked as high priority.

To view your tasks in your HubSpot account, click View all due today.