Workflow Trigger: Task Reminder in Pest AI

How to use this trigger?

The task reminder trigger is used to send a reminder to your users whenever a task is due. You can use it for other purposes as well. It will trigger based on the due date set for the task.

If you want to send a reminder 1 day before the task is due, you can add this trigger with the filter ‘before no. of days’ and set it to ‘1’. And then add an internal notification action to send an email to the assigned user.

1. First, click on "Automation" to begin your workflow.

2. Following that, click on "Create Workflow" to start a new project.

3. Then, click on "Start from Scratch" to build your workflow from the ground up.

4. Next up, click here to add a new trigger for your workflow.

5. Click here to search for "Task Reminder" in the trigger options.

6. Once that's done, click on "Task Reminder" to select it as your trigger.

7. Next up, click here to rename the workflow trigger to something meaningful.

8. Then, click on "Add filters" to refine your trigger settings.

9. Afterwards, click on "Select" to open the sub-menu for additional options.

10. Select the fields you decided to include in your workflow configuration.

11. Click on "After no. of days" to specify the timing for your trigger.

12. Once that's done, click "Up" or "Down" or type the number of days needed.

13. Or click on "Before no. of days".

14. Once that's done, click "Up" or "Down" or type the number of days needed.

15. Then, click on "Save Trigger" to confirm your changes to the trigger setup.

16. Click here to test your workflow and ensure everything works as expected.

17. Click here to open a sub-menu for contacts you may want to test.

18. Click here to select a contact to test within your workflow.

19. Click on "Run a test for Contact" to initiate the testing process.

20. Click here to toggle "Draft or Publish" according to your workflow status.

21. And lastly, click "Save" to finalize.

FAQs for Task Reminder Workflow Trigger

1. What is the Task Reminder Workflow Trigger?

The Task Reminder Workflow Trigger is used to send reminders to users when a task is approaching its due date or has passed its due date. This helps ensure tasks are completed on time by notifying users ahead of the deadline.

2. How do I set up the Task Reminder Trigger in a workflow?

1. Start Workflow:

   • Create a new workflow or edit an existing one.

2. Add Trigger:

   • Click “Add New Trigger.”

   • Select “Task Reminder” from the Contact section or use the search feature.

3. Configure Trigger:

   • Optionally, rename the trigger using the Workflow Trigger Name textbox.

   • Click “+ Add filters” to set up your reminders:

     • After No. of days: Set a reminder for a specific number of days after the task’s due date.

     • Before No. of days: Set a reminder for a specific number of days before the task’s due date.

4. Save Trigger:

   • Click “Save Trigger” in the bottom right corner.

3. What does the "Before No. of days" filter do?

The "Before No. of days" filter sends a reminder a specified number of days before the task’s due date. For example, setting this filter to 1 day will send a reminder 1 day before the task is due.

4. What does the "After No. of days" filter do?

The "After No. of days" filter sends a reminder a specified number of days after the task’s due date. For example, setting this filter to 7 days will send a reminder 7 days after the task was due.

5. Can I use the Task Reminder Trigger to send reminders for past due tasks?

Yes, by setting the "After No. of days" filter, you can configure reminders for tasks that have already passed their due date.