Email Alerts for Tasks

The article provides guidance on creating and utilizing Task Reminder Alerts for onboarding and offboarding tasks. It outlines the purpose of these alerts, which is to notify users of upcoming due dates for checklist items. The process begins in the Email Alerts section of Settings, where users can add a Task Reminder Alert. Key steps include naming the alert, setting the timing for notifications, and customizing the message. Users can choose to receive alerts on the due date or select specific intervals before or after the due date. The alert is triggered based on the exact date associated with a task in the employee's onboarding or offboarding tab. An example of a Task Reminder Alert is also included to illustrate its format.

Jul 8, 2026
Knowledge

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What email alerts are available for tasks?

Purpose: The Task Reminder Alert will remind you and your employees of the upcoming due dates of onboarding and offboarding checklist items. This guide will teach you how to create and use this email alert.

Table of Contents

Create a Task Reminder Alert
Example of the Task Reminder Alert

Create a Task Reminder Alert

To create a task reminder alert, navigate to the Email Alerts section of Settings and click +Add Alert. Then, select Task Reminder Alert in the Tasks section of the drop-down menu.

Next, set up your alert information.

Alert name: Remember to keep this general since this alert will apply to all onboarding and offboarding tasks.
When should this alert be sent?: If you would like this alert to send on the task's due date, check the box next to Send me an alert on the due date. If you would like the reminder alert to send on a day other than the due date, you can choose to be alerted a specific number of days, weeks, months, or years before or after the task due date. You can also click +Add Reminder to enter additional reminder time frames.
Send Alerts at: Set the time zone. Decide when during the day you would like this alert to send.
Alert Customizations: Customize your message. Enter a custom subject line and message to be sent with the email notification.

The Task Reminder Alert is triggered based on the exact date next to a task list item on an employee's Onboarding or Offboarding tab.

Example of the Task Reminder Alert

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