The Task Reminder workflow trigger allows you to activate a workflow based on a task previously created in your CRM. This helps you generate reminders based on the nature of your work.

Adding the Task Reminder Trigger #

To begin, click Add New Trigger, then search and select Task Reminder Trigger.

All Filters #

To add a filter, click on the Add Filters button. Here you can trigger the workflow before or after several days, or even based on custom fields.

After No. Of Days #

Use this trigger when you must perform set actions after a certain number of days. In the second field, type a number.

Before No. Of Days #

Use this trigger when you must perform set actions before a certain number of days. Select the number of days by typing a number in the second field.

Once you have set up your filters and reminders, click Save Trigger to finalize your task reminder workflow.

Note: You can add workflow actions to automate tasks such as notifications, follow-ups, or account updates. Once you have set up the trigger and its actions, Publish and Save the workflow to enable its functionality.

The Task Reminder trigger simplifies your workflow, ensuring you never miss important tasks or deadlines. Set it up, activate it, and stay organized with ease.

Frequently Asked Questions #

What does the Task Reminder trigger do? #

It activates a workflow based on a task previously created in your CRM, helping you generate timely reminders.

How do I add the Task Reminder trigger? #

Click Add New Trigger, then search for and select Task Reminder Trigger.

What is the difference between After and Before No. Of Days? #

After No. Of Days runs actions a set number of days after the task date, while Before No. Of Days runs them a set number of days before it.

Can I base the reminder on custom fields? #

Yes. The filter options allow you to trigger the workflow based on custom fields in addition to day-based timing.

How do I finalize the trigger? #

After configuring your filters and reminders, click Save Trigger to finalize the task reminder workflow.

What happens after I save the trigger? #

Add workflow actions such as notifications or follow-ups, then Publish and Save the workflow to enable it.