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Task Reminder

Hello there,

some help would be appriciated, I need a brush up when creating a task reminder workflow

I want to set a reminder to be sent every Tuesday at 9:00 AM

I've tested with all kind days hours still not working! Thanks in advance.

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22 Replies
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Automation Master
Automation Master

Re: Task Reminder

'Time to reminder' defines only delay between two remonders, not when it is sent.

so in your case you would need to set it up to 7 days with no 'During bussines days only'  and configured certain 'Number of reminders'

but if you require it's sent always on Tuesdays, you need to ensure within workflow that first reminder is sent exactly on Tuesday at 9 o'clock

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Automation Master
Automation Master

Re: Task Reminder

You could always set up a site workflow and schedule it to run on a Tuesday morning always to email all owners of tasks that are not completed?  Let me know if that doesn't make sense.

Thanks
Cassy

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Re: Task Reminder

Hi Marian,

I've test it not working at all do I need to put anything before send reminder!

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Re: Task Reminder

Hi Cassy

thanks for the suggestion but that feature is disabled, I can't save it.

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Automation Master
Automation Master

Re: Task Reminder

What is disabled?

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Re: Task Reminder

when you schedule your workflow in the end you need to save it that button is grayed out

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Automation Master
Automation Master

Re: Task Reminder

can you post configuration of reminder action?

how have you identified task's Action ID if reminder is your only action in workflow?

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Re: Task Reminder

I'm not sure I've just created a variable with Action ID and choose that in task reminder, maybe I'm doing something wrong!

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Automation Master
Automation Master

Re: Task Reminder

Definitely!

you have to identify a task you want to sent reminder for. if you do not do that workflow can not identify whom to send reminders/notifications to.

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