Summary
Learn how to set a limit for overdue tasks assigned to staff and trigger alerts when thresholds are exceeded.
The maximum overdue tasks setting allows you to define how many overdue tasks a staff member can have before action is required.
This helps you:
- Monitor staff workload and performance
- Identify when tasks are not being completed on time
- Maintain accountability across your team
To set the maximum overdue task limit:
- Go to: Settings > CRM > Maximum Overdue Tasks
- Enter the maximum number of allowable overdue tasks for a staff member
Once configured, you can set up an auto alert to trigger when the threshold is reached.
Note: The number displayed next to the Tasks tab in the sidebar shows the total number of overdue and incomplete tasks. As you mark tasks as complete, this number will decrease automatically.
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