How to Set Up Automated Reminders and Alerts in SharePoint (Step-by-Step Guide 2026)

Learn how to set up automated reminders and alerts in SharePoint (2026) with this complete step-by-step guide created for professionals, SharePoint admins, and business users who want to streamline workflows, improve team communication, and never miss a critical deadline again. This in-depth tutorial walks you through the entire process — from creating basic alerts to building advanced reminder flows using Power Automate — so you can automate updates, approvals, and notifications with ease.

With SharePoint 2026, Microsoft continues to improve how teams collaborate and manage information. Automation plays a major role in that transformation. By setting up automated reminders and alerts, you can keep everyone in sync, reduce manual follow-ups, and ensure key activities happen on time. This guide will show you exactly how to configure alerts for document libraries, lists, and individual items so that your team always knows when changes are made or deadlines are near.

You’ll also learn how to connect SharePoint with Power Automate (Microsoft Flow) to send reminders based on due dates, review cycles, or specific list conditions. Whether you need an email, a Teams message, or a push notification, you’ll be able to deliver updates instantly to the right people. The guide covers every essential step, including choosing alert frequency, targeting specific users or groups, and customizing messages with dynamic content such as document titles, due dates, and task owners.

Inside this tutorial, you’ll discover practical examples like setting up automated alerts for project deadlines, document renewals, HR onboarding tasks, content approvals, and team reminders. You’ll even get tips for customizing messages with your own branding and for preventing notification overload by adjusting alert settings smartly.

You’ll also find troubleshooting advice for fixing common Power Automate and SharePoint issues — including delayed alerts, missing permissions, and broken triggers. Plus, advanced optimization techniques will help you streamline your flows for faster performance and fewer errors.

This tutorial is ideal for:

SharePoint site owners who want to enhance site functionality.

Power Automate users looking to integrate automation with SharePoint.

Project managers who need deadline tracking and timely alerts.

Teams that want efficient, automated communication without manual updates.

By the end of this guide, you’ll have a fully automated alert system that keeps your entire organization informed in real time. You’ll know how to send reminders automatically, track due dates efficiently, and maintain complete visibility across all projects and workflows.

Start transforming how your team works with SharePoint 2026 by implementing automated reminders and alerts today — and enjoy smoother collaboration, better accountability, and a more productive digital workspace.

1. How to Set Up Automated Reminders
and Alerts in SharePoint (Step-by-
Step Guide 2026)
SharePoint Services
Ever missed a task because you forgot to follow up?
SharePoint reminders and alerts make sure that never happens
again.
Whether you’re tracking project deadlines or document approvals,
you can automate it all no coding required!
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Get a free consultation today
If you use SharePoint to manage your projects, documents, or
tasks, you’ve probably faced this problem.

2. you forget to follow up on something important until someone
reminds you after it’s already late.
That’s where automated reminders and alerts come in handy.
They do the remembering for you so you can focus on your real
work.
In this blog, I’ll show you two simple ways to set up alerts and
reminders in SharePoint:
1. Using the built-in “Alert Me” option.
2. Creating smart reminders with Power Automate (Flow).
And yes, everything here works with SharePoint Online (Microsoft
365).
Let’s get started!
Option 1: Use SharePoint’s Built-In “Alert Me” Feature
This is the easiest way to get notified when something changes
like when a new file is uploaded or a document is edited.
Step-by-Step Guide
1. Open your SharePoint list or library
Go to the library or list where you want to set the alert.
For example, “Project Documents” or “Task Tracker”.
2. Select “Alert Me”

3. Click on the three dots (•••) at the top of the page or in the
command bar.
Choose “Alert Me” “Set alert on this library”
→
 (or list).
Example:
3. Choose your preferences
Alert Title: Name it something clear, e.g., “Document Updated
Notification”.
Send Alerts To: Choose yourself or multiple people.
Change Type: Pick when you want the alert
1. When a new item is added

4. 2. When an item is modified
3. When an item is deleted
When to Send: Immediately, daily summary, or weekly
summary.
4. Click OK
That’s it! You’ll start getting emails based on your preferences.
How to Manage or Delete Alerts
• Go to the same list/library
• Click “Alert Me” “Manage My Alerts”
→
• You’ll see a list of all your alerts, you can edit or delete them
anytime.

5. Best For
• Simple notifications
• Quick setup (no coding or flow needed)
• Small teams
Limitations
• Only sends emails (no Teams or push alerts)
• Can’t send reminders before a date
• Limited customization
So, if you want smarter, more flexible reminders.
let’s level up with Power Automate.
Option 2: Set Up Automated Reminders Using Power
Automate
Now, this is where things get exciting.
Power Automate lets you create reminders that think like:
“Send a reminder to the assignee 3 days before the due date, but
only if the task isn’t completed.”
What You’ll Need
• A SharePoint list (e.g., Task List or Project Tracker)

6. • A Date column (e.g., Due Date or Expiry Date)
• Access to Power Automate (comes with most Microsoft 365 plans)
Step-by-Step: Create a Reminder Flow
1. Open Your SharePoint List
Make sure it has a date field like “Due Date”.
2. Click Automate Power Automate Set a Reminder
→ →
You’ll find this on the top bar of your SharePoint list.
3. Choose How Many Days Before to Remind
Example: 3 days before due date.
4. Customize the Message
You can write a personal reminder like:
“Hi [Assigned To], just a friendly reminder that your task [Title] is due
on [Due Date].”

7. 5. Save the Flow‍
Power Automate will handle the rest.
It will check every day and send reminders automatically.
Bonus Tips
• You can edit your flow anytime in Power Automate.
• Add conditions like “Only send if Status is not Completed”.
• Send reminders via Teams message instead of email (just add a
Teams action).
Real-Life Example For Automated Reminders & Alerts in
SharePoint
Imagine you’re managing a Project Tasks list.
Each task has a Due Date and Assigned To field.
Here’s what your automated reminder could do:
Every morning, Power Automate checks your list.
If a task is due in 3 days and the Status
≠ Completed
,
it sends an email to the person assigned.
Result? No one misses their deadlines, and you don’t need to chase
them!
Wrap-Up
Setting up automated reminders and alerts in SharePoint isn’t just a
nice-to-have

8. it’s a productivity booster for your whole team.
• For quick notifications: use “Alert Me”
• For smart, condition-based reminders: use Power Automate
Whether you’re tracking project tasks, document approvals, or
renewal dates
these tools will make sure nothing slips through the cracks.
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