Guides
All topics
erxes XOS
Sales
Settings
Account
Workspace
Developers
Core Modules
Broadcasts
Documents
Automations
Segments
Contacts
Plugins
Operation
Sales
Frontline
Tourism
Content
Accounting
Agents
Company Brain
Mongolian
Loyalty
5. Using Calendar and Setting Reminders
- Go to Task Settings
- Open the Task you want to set a Close Date for
- In the task details, locate the Close Date field
- Click on the Close Date field to select a date from the calendar or manually type the date
Set Reminders for Close Date
- Once the Close Date is set, click on Set Reminders below the Close Date field
- In the reminder settings, choose the desired time before the task's Close Date to receive a reminder. Options include:
- 1 hour before
- 1 day before
- 2 days before
- Or other available time intervals
- Select your preferred reminder time and click Save
💡 Things to note:
- Setting reminders will send you an email notification about the task based on the selected time interval.
- You can set multiple reminders for each task to ensure timely completion.
Get Notification by Email Config
- Go to Settings
- Select Notification config
- Click on the Notification bar and scroll down
- Get notification by email: Check and click Save