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

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

Step 2: Creating and Editing the Trigger

  • Click “Add New Workflow 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 Workflow Trigger Name. Note that 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)
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  • 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. 
  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

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