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Implementing Task Reminder Triggers in Pest AI

Discover how to configure triggers in Pest AI to automatically send reminders for tasks, ensuring timely follow-ups and enhanced task management.

This feature enables you to set up customized task reminders, aligning with the unique demands of your workload.

1. Select the 'Automation' option on the screen.

1 Click on "Automation".

2. Hit the 'Create Workflow' button.

2 After that, click on "Create Workflow".

3. Choose the 'Start from Scratch' option presented.

3 Click on "Start from Scratch".

4. Click on the 'Add New Trigger' button.

4 Following that, click here.

5. Select 'Task Reminder' from the displayed options.

5 After, click on "Task Reminder".

6. Proceed to click 'Add Filters' for customization.

6 After, click on "Add filters".

7. Choose the option 'After no

Use this function to initiate actions after a set number of days.

7 Click on the element.

8. Opt for 'Before no

Employ this function to perform specific actions a designated number of days before a scheduled event or deadline.

8 Click on "Save Trigger".

9. Then, click the 'Save Trigger' button to store the settings.

9 Upload

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Implementing Task Reminder Triggers in Pest AI | Pest AI