Task Reminder
The Task Reminder workflow trigger enables you to initiate a workflow based on a previously created task in your CRM. This functionality facilitates the creation of task reminders tailored to the specific nature of your work. To get started, click on 'Add New Workflow Trigger' and choose 'Task Reminder' under the Workflow Trigger options.
Task Reminder Trigger
All Filters
To add a filter, click on the 'Add Filter' button. Here, you can choose to trigger the workflow either before or after a specified number of days or based on custom fields.
After No. Of Days
Utilize this trigger when you need to execute specific actions after a designated number of days. Specify the number of days by entering a numerical value in the second field.
Reminder is triggered after a number of days
Before No. Of Days
Employ this trigger when you need to perform predefined actions before a certain number of days. Specify the number of days by entering a numerical value in the second field.
Reminder is triggered before a certain number of days
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