Repeat reminder on single task

Jacqui Cameron

Hi

Has anyone used the new workflow to set up a daily reminder on a single task (row) until it is completed? I dont want to use % complete or date triggers just literally a daily reminder on a single tasks that is due to be completed with a daily reminder until completed. I have tried a few combos but not able to find a single task workflow example?

Andrée Starå

Hi Jacqui,

You'd need to change the trigger in the Workflow to Custom and add a condition. (see screenshot)

Would that work?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Jacqui Cameron

Thanks for the suggestion but how do I select the specific row? Let's assume I want a repeat reminder for the task on Row 11 only. How does that work? Do name and select it for that workflow? I have tried below but not sure if correct?

Andrée Starå

Happy to help!

It depends!

Is this for one row only or do you want to use the same reminder for multiple rows?

The name will work, but depending on the above, it might be better and easier to use something else like a checkbox or a RowID.

What do you think? What would you prefer?



Jacqui Cameron

It would be just one row, but you could use on other rows too eg Row 11, Row 75 and Row 76, is this what you mean? How would that look as a daily repeat reminder?

Andrée Starå

Exactly!

The simplest method would be to add an additional Condition, like a checkbox column and check the ones you'd want to be included in the daily reminder.

Two Conditions.

1. Checkbox to select the task to be included
2. Something like a status or checkbox that marks the task complete and stop the reminder to send.

Make sense?