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If you create tasks with dates in the future, you will most likely want to be reminded of these upcoming tasks.
Step-by-step guide
You have several options for reminders. You can use one or all of these, depending on your preferences.
Pop-up Reminders
If you are logged into Salesforce on a daily basis, pop-up reminders can be used to remind you every day at a specific time about tasks you have due. These are on by default but you can also make changes.
- Select your user icon in the upper right hand corner of the Salesforce application. Then click or choose Settings.
- On the menu on the left, Select Calendars & Reminders > Activity Reminders
- You have many options here: (In this example, Pop-up Reminders will appear every day at 8:00am for any tasks (those activities without a time associated with them).
Home Page "Today's Tasks" widget
Another option is to use your home page as a central hub to see what Tasks you have due Today.
- Click on the Home Tab from any app within Salesforce.
- Every home page can be customized to a specific user, but the default home page is shown below. The Today's Task widget displays a task that is due today.
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