Daily Task Digest

Every morning at 8:00 AM Central, Gordon CRM sends each team member a summary email listing their tasks that are due today or overdue. Instead of getting separate reminders for each task, you receive a single digest with everything you need to know.

Why a daily digest? A single morning digest gives you a clear picture of your day before you start work.

Who Receives It

You receive a daily digest if:

• You have at least one open task assigned to you
• That task is due today or overdue

If you have no due or overdue tasks, you won't receive an email.

What the Email Looks Like

The digest email is organized into two sections:

Each task listing includes the task title, the linked contact name (if any), and the linked deal name (if any).

The email subject line tells you at a glance what's in the digest:

A "View All Tasks" button at the bottom links directly to the Tasks page.

How Overdue Tasks Are Handled

Overdue tasks continue to appear in your daily digest every morning until you complete them. This ensures nothing slips through the cracks.

Task created (due April 15) → April 15 digest: "Due Today"
                             → April 16 digest: "Overdue"
                             → April 17 digest: "Overdue"
                             → You complete the task → it stops appearing

If you reopen a completed task, it immediately re-enters the digest cycle and will appear in the next morning's email.

Email Classification

The daily digest is a system notification, not a marketing email:

• It's sent to workspace members (your team), not to contacts
• There is no unsubscribe link — these are operational notifications
• It uses the platform sender address, separate from your workspace marketing emails

Related

• Tasks — Task management, creating tasks, and the dashboard widget
• Technical Reference: Tasks — Cron configuration, deduplication logic, and email architecture