This article explains how to add and remove task reminders.
Updated May 17, 2024
| User Permissions for Accessing This Feature | |||||
| Owner | Standard Administrator | Flow Administrator | Task Manager | Guest | General |
| ○ | ○ | ○ | ○ | × | × |
The task reminder feature sends notifications to the assigned users one business day before the task's due date.
The task reminder can be set for tasks from the "My Tasks," "Flow," and "Flow Template" screens.
*Please note that reminders cannot be set for tasks with the same due date.
* Please note that if a due date is not set for a task, reminders can be configured but will not function.
To receive task reminders, you must enable the "My Tasks Notifications" setting in the "Notification Settings" screen accessible from the profile icon in the upper right corner.
Currently, the following notification channels are available for task reminders:
- Slack
- Microsoft Teams
- Google Chat
Task reminders will be delivered to the selected channel around 7 AM on the designated date.
Task Reminder Settings
Within Flow Templates
Task reminders that are added or removed within flow templates will not be reflected in flows that have already started. Changes made will only apply to flows initiated after the updates are made.
Select the task for which you want to set a task reminder from the Flow Template screen.
Click the “+ Reminder” option located in the “Task Reminder” section of the task details.
Enter the number of business days before the due date you'd like to receive a notification, and then click the “Add” button.
The reminders you set for the task will be displayed in the task details. You can add a maximum of three reminders for each task.
If you wish to delete a task reminder, simply click the trash can icon located either in the pop-up window or within the task details.
Within Flows/My Tasks
To set task reminders for tasks within active flows, you will need to configure them from either the "My Tasks" or "Flow" screens.
Select the task you wish to set a reminder for from either the "My Tasks" or "Flow Details" screens.
Click the “+ Reminder” option located in the “Task Reminder” section of the task details.
Enter the number of business days before the due date you would like to receive a notification, and then click the “Add” button.
The reminders you set for the task will be displayed in the task details. You can add up to three reminders for each task.
If you wish to delete a task reminder, simply click the trash can icon located in the pop-up window or within the task details.
Notification Examples
Slack
