AnsweredAssumed Answered

How do you set up an Advanced Workflow so that it sends an email reminder when an assigned task is due?

Question asked by Darrel BIRKETT on Oct 18, 2018
Latest reply on Oct 26, 2018 by Kayla Ebert

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!

 

Thank you.

Outcomes