Automate Task Reminders in monday.com Using Built-In Automations
- project-launch
- Feb 18
- 2 min read
Updated: Feb 28
In today’s fast-paced business world, staying on top of deadlines and keeping teams aligned can be a challenge. Fortunately, monday.com offers powerful built-in automations that can help streamline your workflow with minimal setup.
In this instalment of our Quick Automation Wins series, we’re showcasing a simple yet effective monday.com automation: automate task reminders. This automation ensures that no task slips through the cracks, improving efficiency and accountability across your business.
What Is This Automation?
This monday.com native automation automatically sends reminders to team members when a task is approaching its due date. Instead of manually checking due dates and chasing updates, this automation takes care of it for you.
💡 Example:
• If a task is due in 3 days, a reminder is sent to the assigned team member.
• If a deadline is missed, an automatic follow-up notification is triggered.
How to Implement This Automation in monday.com
Setting up automated task reminders in monday.com is quick and easy:
1️⃣ Open Your monday.com Board – Navigate to the board where you track tasks and deadlines.
2️⃣ Click on “Automations” – You’ll find this at the top of your board.
3️⃣ Select “Create Custom Automation” – This allows you to tailor the reminder to your needs.
4️⃣ Set Your Trigger:
• Choose “When date arrives”
• Select “Due Date” as the date column.
• Specify the timing (e.g. “3 days before” or “On the due date”).
5️⃣ Set Your Action:
• Choose “Notify someone”
• Select the “Person” column (this ensures the task owner gets the reminder).
• Customise the notification message (e.g. “Reminder: [Task Name] is due in 3 days! 🚀”).
6️⃣ Save & Activate – Your automation is now live! monday.com will handle the reminders for you.
Use Cases for This Automation
🔹 Project Management: Keep teams on track with deadline reminders.
🔹 Sales & CRM: Ensure follow-ups with clients happen on time.
🔹 HR & Recruitment: Automate reminders for interviews and onboarding tasks.
🔹 Finance & Admin: Prevent missed invoice payments and financial deadlines.
Supercharge Your Business with Automation
At Project Launch, we specialise in setting up monday.com automations tailored to your unique business needs. Whether you need simple task reminders or complex workflow automation, our experts can help you streamline processes, save time, and improve productivity.
🚀 Let’s transform the way you work! Get in touch to discuss how automation can optimise your business.
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