How to Set Due Dates, Priorities, and Reminders on a Task

How to Set Due Dates, Priorities, and Reminders on a Task
Momentum AMS allows you to assign due dates, set priority levels, and configure reminders when creating or editing a task. These tools help you manage time-sensitive follow-ups, stay organized, and reduce the chance of missed deadlines.

This article shows you how to properly apply these settings — including how to use the built-in reminder system tied to tasks or notes.

Setting a Task Due Date

Every task should include a Due Date so it appears correctly in dashboards, pipelines, and filters.

To set the due date:

From the Insured’s Activity History, locate or create a new task
In the task creation or edit screen, find the Due Date field
Select a specific date from the calendar picker
Click Save

? The system will flag overdue tasks in red if they are not completed by the due date.

Setting Task Priority

Momentum AMS offers three Priority levels to indicate urgency:

Low - Low importance
Medium – (default)
High – Urgent attention required

To set priority:

In the task creation window, locate the Priority dropdown
Choose the desired level before saving

Tasks will appear color-coded in the Task Overview Pipeline based on priority.

⏰ Setting Task Reminders

Reminders in Momentum AMS are flexible and powerful. You can set them during:

Task creation
Note creation
Or when editing an existing item

To set a reminder:

In the Task or Note form, check the box next to Reminder
Select the Reminder Date and Time
Choose one or more reminder delivery options:
- Email to Assigned User
- Add to Agency Calendar
- Email to Additional Recipient (enter email manually)

✅ Reminders will display on the user’s Momentum dashboard and trigger email alerts (if selected).

Example Use Cases

Scenario	Reminder Setup
Renewal follow-up due in 2 weeks	Set task due date + reminder 5 days prior
CSR needs to collect signatures by Friday	Set task for Friday, with "Rush" priority + reminder on Wednesday
Note includes client call summary that requires action	Add reminder when saving the note, linked to the task

Best Practices

Always use reminders for tasks with external dependencies (e.g., client response, carrier reply)
Use the calendar integration to visualize workload across your team
Avoid overusing Rush priority — reserve it for true emergencies
When documenting task updates in notes, always link the note to the task and use a reminder if further follow-up is needed