Workflow Trigger: Task Reminder

In this article, you will learn how to set up the workflow trigger task reminder and the purpose of each filter.

How to use this trigger?

The task reminder trigger is used to send a reminder to your users whenever a task is due. You can use it for other purposes as well. It will trigger based on the due date set for the task.

If you want to send a reminder 1 day before the task is due, you can add this trigger with the filter ‘before no. of days’ and set it to ‘1’. And then add an internal notification action to send an email to the assigned user.

Steps to add the trigger to your workflow

Step 1: Start a new workflow or edit an existing one

• Navigate to Automation > Workflows and start a new workflow or edit an existing one

Step 2: Creating and Editing the Trigger

• Click “Add New Trigger”
• Select the “Task Reminder” button in the Contact section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear.

Please Note: You can change the workflow builder display name using the textbox below the Workflow Trigger Name. This will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.

• Press + Add filters to expand the Filters section of the Trigger setup menu

• You can filter by Standard Fields; meaning any task you have previously assigned this user will populate here

• Standard Fields:
  After No. of days: this means after a specific amount of day(s) from the due date you will receive a reminder (Example See Below: 7 days after the task a reminder will be sent)

• Before No. of days: this means before a specific amount of days(s) from the due date you will receive a reminder (Example See Below: 7 days before the task a reminder will be sent)

• Press Save Trigger in the bottom right corner of the Trigger setup menu

Step 3: Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow action. Feel free to review our articles for more information on setting these up.

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to ensure it is correct by using the Test Workflow button next to the Publish toggle switch. 

Your workflow is now ready to go with the Task Added Workflow Trigger.

FAQs for Task Reminder Workflow Trigger

1. What is the Task Reminder Workflow Trigger?

The Task Reminder Workflow Trigger is used to send reminders to users when a task is approaching its due date or has passed its due date. This helps ensure tasks are completed on time by notifying users ahead of the deadline.

2. How do I set up the Task Reminder Trigger in a workflow?

1. Start Workflow:
   • Create a new workflow or edit an existing one.
2. Add Trigger:
   • Click “Add New Trigger.”
   • Select “Task Reminder” from the Contact section or use the search feature.
3. Configure Trigger:
   • Optionally, rename the trigger using the Workflow Trigger Name textbox.
   • Click “+ Add filters” to set up your reminders:
     • After No. of days: Set a reminder for a specific number of days after the task’s due date.
     • Before No. of days: Set a reminder for a specific number of days before the task’s due date.
4. Save Trigger:
   • Click “Save Trigger” in the bottom right corner.

3. What does the "Before No. of days" filter do?

The "Before No. of days" filter sends a reminder a specified number of days before the task’s due date. For example, setting this filter to 1 day will send a reminder 1 day before the task is due.

4. What does the "After No. of days" filter do?

The "After No. of days" filter sends a reminder a specified number of days after the task’s due date. For example, setting this filter to 7 days will send a reminder 7 days after the task was due.

5. Can I use the Task Reminder Trigger to send reminders for past due tasks?

Yes, by setting the "After No. of days" filter, you can configure reminders for tasks that have already passed their due date.