Action Task Reminder - Site Workflow

Document created by jaycheong on Jun 16, 2016Last modified by eharris04 on Jun 17, 2016
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Reviews List and sends reminder to person assigned a task 7 days before due date, and every day until task has been completed.

 

AuthorJay Cheong
Long Description

This Site Workflow queries a List called KPI and looks for 5 main fields. It will calculate 7 days before Task is due and if an action is required of a person. If so, it will send reminder to complete task 7 days before its due. If still not actioned upon, reminder will still be sent until status is completed.

Dependencies
  • Ensure your list is called KPI, with the following fields
    • Objectives
    • Assigned To
    • Action Required
    • Due Date (OOTB existing site column)
    • Status (OOTB existing site column)
  • Once you've configured the workflow correctly, schedule a daily job to run the Site Workflow.
Support Info

Jay Cheong

Compatibility

Nintex Workflow 2013

Platform

SharePoint Server 2013

Screenshots

Email.png

siteSchedule.png

Additional Information

This is a Site Workflow. In the email notification, there is a link to the item in the list which will require you to configure so that it points to the right URL

emailConfig.png

This solution is an extension to solution by Cassy Freeman. You may find her post here Document Review Reminder Process

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