Task Reminder Trigger

The Task Reminder workflow trigger allows you to trigger a workflow based on a task previously created in your CRM. This will help you generate task 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. 

NOTE: To publish workflows, you must establish a workflow trigger and action. Without both, you can only save the workflow and not publish it.

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’ve 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’ve 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.

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