We are looking to attach Tasks to opportunities.
A user will be able to see his outstanding tasks but we would like Sugar to be proactive and reminder the user that he has to complete a task on a given day.
I believe that by using the advanced workflow (using process designer / management / definitions) we could set this up.
If anyone is able to give guidance to that? I had a look myself but it seemed that the designer was looking for a task date rather than picking up the due date from the task (when it would send a mail). Or maybe I'm just confused!