Task Settings and Configuration Guide
What is Task Settings?
Task Settings in CRM LEAF allow organisations to automate reminders, control visibility, and manage how task boards behave. These configurations ensure that tasks are completed on time, clients are kept informed, and task views are efficiently structured.
Available Settings
Setting Description
- Send task reminder before X days of due date Sends an automated reminder to assignee X days before the due date. (e.g., 10 days)
- Send task reminder on the day of due date Sends a notification reminder on the due date. (Yes/No option)
- Send task reminder after X days of due date Sends follow-up reminders X days after a task’s due date. (e.g., 15 days)
- Status Enables/disables the task reminder functionality.
- Task board Default Length Sets the number of tasks displayed by default in the task board view. (e.g., 10)
- Sections visible to client Defines which parts of the task board and tasks are visible to clients.
Quick Actions – Task Settings
| Action | How To |
| Set Pre-Due Date Reminder | Enter the number of days (e.g., 10) before the due date to trigger a reminder. |
| Enable Due Day Notification | Toggle “Yes” to activate same-day task reminders. |
| Configure Overdue Reminders | Set X days (e.g., 15) to send reminders after a task’s due date. |
| Adjust Task Board Display | Set the Task Board Default Length to control how many tasks are visible. |
| Manage Client Task Visibility | Define which task sections are shared with clients under this setting. |
FAQ – Task Settings
Q: Can reminders be sent to both employees and clients?
A: Reminders are typically sent to internal assignees. Client notifications depend on visibility settings.
Q: Can I change the reminder frequency later?
A: Yes, you can update the reminder intervals anytime through Task Settings.
Q: How does “Sections visible to client” work?
A: You can customize which task board sections and task details are accessible by clients.
Q: Is it mandatory to send reminders?
A: No, all reminder options are configurable and can be disabled based on your needs.