The Create reminder toolbox item allows you to add a reminder to an existing task/key date at a given time in the workflow.
Common Uses
In its basic form, this toolbox item is commonly used for setting reminders against a task or key date. It can also be paired with the Date calculations toolbox item in order to achieve the desired outcome.
Pre-requisites
Source Task ID - to use the Create reminder toolbox item you will need to have configured the source task ID as a variable.
Step - you will need to have a step on your canvas into which to drag this toolbox item.
Configuring Create reminder
- Click on the toolbox tab of your workflow canvas
- Select the Create reminder option and drag it onto the step in which you wish to place it
- Click on the Create reminder item you have dragged onto the canvas to add the configuration
- Enter the configuration for the toolbox item
| Action Name | Give the action a descriptive name e.g. "7 day reminder - Exchange" |
| Source task | Select the source task from the drop-down list. This is the task or key date to which the reminder will be added against. |
| Reminder | You have 2 options for setting the reminder parameters: Due on date - Select the desired variable from the drop-down list. This may have been output from a Date calculations toolbox item. Or due - Manually enter the offset into the box and the unit from the drop-down list below. |
