The Task Reminder workflow trigger lets you activate a workflow based on a task previously created in the CRM, making it straightforward to set up reminders around your day-to-day work.
Adding the Task Reminder Trigger
To begin, click "Add New Trigger", then search and select the Task Reminder trigger.
All Filters
To add a filter, click on the Add Filters button. You can trigger the workflow before or after a set number of days, or based on custom fields.
After No. Of Days
Use this trigger when you need to 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 need to 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 finalise 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 make it live.
The Task Reminder trigger keeps your workflow on track, so important tasks and deadlines don't slip through the net. Set it up, activate it, and stay organised.