Task Reminders, Due Dates & Assignments

Content Type: How-To / FAQ

6.4 Set task reminders and due dates

Set a due date via the agent

• "Create a task to call Anthony tomorrow at 9am"

• "Remind me to follow up with Bailey in 3 days"

• "Add a task due next Friday to send the Cavendish proposal"

Lightfield interprets relative dates like "tomorrow", "next week", and "in 3 days" in your local timezone.

Set a reminder

"Create a task to review the 8flow proposal — due Monday, remind me Friday afternoon"

Reminders trigger a notification at the specified time so you don't miss the task even if you're not checking your inbox.

Edit due dates and reminders

Open the task → click the Due date or Remind at field → select a new date. Or via the agent:

• "Move the due date on the Acme follow-up task to Thursday"

• "Remove the reminder on the Bailey task"

Not every task needs a due date. Tasks without one remain open in your inbox under the account they're linked to.

6.5 Can I assign tasks to teammates?

Yes. You can assign tasks to any workspace member.

Via the agent

• "Create a task for Matt: send the demo recording to Cavendish — due tomorrow"

• "Assign the 'clean up Thoughtium instance' task to Austin"

Via the UI

When creating or editing a task, change the Assignee field to any workspace member.

What the assignee sees

Assigned tasks appear in the teammate's task inbox on their home page, and they receive a notification.

Visibility

• Admins can see all tasks assigned to any team member

• Members see their own assigned tasks plus tasks linked to accounts they have access to

Best practice

When handing off a deal, create a summary note and a task for the new owner together:

"Create a task for Henri: schedule an intro call with Anthony at Thoughtium — I've already sent him a proposal"