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Contact - Task Reminder

Create task reminders based on the nature of your work

Updated yesterday

The Task Reminder workflow trigger will allow you to trigger a workflow based on a task that has been created previously in your CRC Hub. To begin, click on Add New Workflow Trigger, and select Task Reminder under Choose a Workflow Trigger.

Task Reminder trigger

To add a filter, click on the Add Filter button. Here you have the option to trigger the workflow before or after a specific number of days, or even based on custom fields.

After No. Of Days

Use this trigger when you have to perform set actions after a certain number of days. Select the number of days by typing a number in the second field.

Reminder is triggered after a number of days

Before No. Of Days

Use this trigger when you have to perform set actions before a certain number of days. Select the number of days by typing a number in the second field.

Reminder is triggered before a certain number of days

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