5. Tasks, Notifications & Reminders

Everyone 4 min read

1 WHAT IT IS

Bizzmine surfaces three types of alerts in the top-right corner of every page: Tasks, Notifications, and Reminders. Each icon shows a count of items waiting for your attention. They look similar but serve very different purposes — Tasks demand action, Notifications report what already happened, and Reminders warn you about upcoming or missed deadlines.

2 WHO IT'S FOR

Audience: Everyone    Reading time: 4 min

Anyone who uses Bizzmine — whether you're an end user completing work or an admin overseeing processes — will encounter all three alert types regularly.

3 PREREQUISITES

No prerequisites. You just need to be logged in to Bizzmine. If you're not sure how to sign in, see Sign in to Bizzmine.

4 HOW IT WORKS

[Screenshot: Top-right header bar showing the Tasks, Notifications, and Reminders icons each with a badge count]

Tasks — things Bizzmine needs you to do

A task means Bizzmine is waiting on you. It's a concrete step attached to a specific record — a form to fill in, a document to review, a corrective action to close out, or a training exam to sit. You can't dismiss a task without dealing with it; it only disappears once it's completed, forwarded, or cancelled by someone with the right permissions.

What you can do with a task:

  • Open it — clicking a task takes you directly into the record, form step, or exam so you can do the actual work.
  • Forward it — hand it off to a colleague if you're not the right person to act on it.
  • Postpone it — push the due date back, if the workflow step was configured to allow postponing (not every task can be).
  • Complete the underlying step — the task clears itself once the real work (approval, form, exam) is finished; there is no separate tick-box to dismiss it.

A task can sit in one of five states: Open, Deadline exceeded (overdue), Completed, Cancelled, or Timed (waiting on a scheduled step).

[Screenshot: Tasks dropdown showing an Open task, an Overdue task with "Deadline exceeded" badge, and the "All Tasks →" footer link]

Notifications — things that already happened

A notification is a heads-up, not a to-do. It tells you something already happened — usually the result of a task someone else just finished (e.g. "Your document was approved" or "Incident #2026-0129 was closed"). There is nothing to act on: you read it, and that's the end of it.

What you can do with a notification:

  • Read it — click to open a read-only pop-up with the full message; it marks itself as read automatically when you close it.
  • Mark all as read — clear the entire list in one click if you're catching up.

A notification never takes you to the underlying record — it is purely informational. The only state it has is Unread or Read, shown by a small dot.

[Screenshot: Notifications dropdown showing unread (filled dot) and read (empty dot) items, with "Mark all as read" link in the header]

Reminders — nudges about a deadline

A reminder is a nudge about a deadline — either one coming up soon or one that has already passed. It looks and behaves exactly like a notification (same read/unread dot, same "mark all as read"), but the reason it exists is always a date: Bizzmine's scheduler generates it automatically as a due date approaches or is exceeded.

A reminder about a task does not complete that task for you — the actual work still sits in your Tasks list. Think of the reminder as the alarm clock, and the task as the thing you have to get up and do.

What you can do with a reminder:

  • Read it — same read-only pop-up as a notification; marks itself as read on close.
  • Mark all as read — same one-click catch-up.
[Screenshot: Reminders dropdown showing a reminder about an upcoming deadline, e.g. "Fire extinguisher inspection due in 3 days"]

Quick comparison

Icon Question it answers Clicking it How it clears
Tasks What do I still need to do? Takes you into the record, form, or exam Complete, forward, or cancel the real step — no manual dismiss
Notifications What already happened? Opens a read-only message pop-up Marked read on close, or "Mark all as read"
Reminders What deadline is close or overdue? Opens a read-only message pop-up Marked read on close, or "Mark all as read"

Where do these come from?

Most tasks and notifications appear because of everyday workflow activity — someone submits a form, a step moves forward, an approval is needed. You don't need to configure any of that.

Some are generated automatically on a repeating schedule via a setting an administrator configures once, called Periodic Tasks & Reminders. For example, an admin sets up "create a fire extinguisher inspection every month." Bizzmine then creates a fresh Task for the assigned person each month and sends Reminder nudges as the due date approaches or slips — no one has to remember to schedule it by hand. As an end user you never configure this yourself; you simply receive the Tasks and Reminders it produces.

5 RELATED ARTICLES

Periodic Tasks & Reminders

How admins set up recurring tasks and automated reminder schedules

Working with Records & Workflows

How to open, complete, and forward steps in a workflow

Email Alerts & Notification Settings

Configure which events trigger email notifications for you or your team

Sign in to Bizzmine

How to log in and navigate the Bizzmine interface for the first time

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