Home → Introduction to RubiCRM → Tasks/Alerts → Overview

4.1. Overview

You might be wondering what the difference between a task and an alert is in RubiCRM. Well, the basic definition of each is...

Tasks

A task is a reminder that you can set up for yourself or another user in your RubiCRM system. Creating a task will add the task to the user's to-do list.

Alerts

An alert is just a way to communicate internally with other users in your RubiCRM system that an action has occurred. Essentially just a notification like a message.

View our video on tasks and alerts below.