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Workflow Trigger: Task Reminder

Overview​

The Task Reminder trigger in Stack enables you to automate workflows based on task reminders. This is particularly useful for sending notifications to remind users of upcoming tasks or to prompt action if a task is overdue.

Trigger Name​

Task Reminder

Trigger Description​

This trigger activates workflows based on task-related reminders. You can configure filters to specify when the reminder should initiate the workflow, such as a certain number of days before or after the task's due date.

How to Configure​

  1. Choose a Workflow Trigger: Select Task Reminder from the list of available triggers.

  2. Workflow Trigger Name: Give your trigger a clear and descriptive name, like "Task Reminder."

  3. Filters: Define the conditions under which the reminder should trigger the workflow. These filters can be based on time relative to the task's due date.

    • After no. of days: Set the number of days after the task's due date to activate the workflow.
    • Before no. of days: Set the number of days before the task's due date to activate the workflow.

Example​

Suppose you want to set up a workflow that sends an email reminder to a user three days before a task is due. Additionally, the workflow will update the task status to "Reminder Sent."

  • Workflow Trigger Name: "Pre-Due Task Reminder"
  • Filters:
    • Before no. of days: "3" (This triggers the workflow three days before the task's due date)
  • Workflow Steps:
    • Trigger: Task Reminder (as configured above)
    • Action: Send Email - Notify the assigned user about the upcoming task due date.
    • Action: Update Task Status - Change the task status to "Reminder Sent."