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Workflow Trigger - Task Reminder

Updated

Overview

The Task Reminder trigger enables you to create workflows that activate when task reminders are issued. This is useful for notifying users about upcoming tasks or prompting action on overdue tasks.

 

Trigger Name

Task Reminder

 

Trigger Description

This trigger activates when reminders linked to tasks are set off. You can apply filters to control when the workflow initiates, such as a certain number of days before or after the task's deadline.

 

How to Configure

  • Choose a Workflow Trigger: Select Task Reminder from the list of available triggers.
  • Workflow Trigger Name: Enter a descriptive name for your trigger, such as "Task Reminder."
  • Filters: Use filters to define when the reminder should trigger the workflow. These filters allow you to specify time-based conditions relative to the task's due date.
Value Description Mandatory
After no. of days Specifies the number of days after the task's due date to trigger the workflow. No
Before no. of days Specifies the number of days before the task's due date to trigger the workflow. No

 

Example

You want to create a workflow that sends an email reminder to a user three days before a task is due. The workflow will also update the task status to "Reminder Sent."

  • Workflow Trigger Name: "Pre-Due Task Reminder"
  • Filters:
    • Before no. of days: "3" (Trigger the workflow three days before the task's due date)

 

Workflow Steps:

  1. Trigger: Task Reminder (as configured above)
  2. Action: Send Email - Notify the assigned user about the upcoming task due date.
  3. Action: Update Task Status - Change the task status to "Reminder Sent."