Task reminders on workflows allow you to:
Set reminders for tasks to come due immediately when a client is added to the workflow
Set reminders for tasks to come due a specific time after when a client is added to the workflow
Set reminders for tasks to come due after the proceeding task is completed
You can set a reminder for any task in a workflow by navigating to Edit Workflow in a workflow menu in your Hub:
There you can select the bell icon in-line with a task in the workflow:
You can select whether the task reminder should trigger immediately or a specific time after a client is added to the workflow:
Select Add to save the reminder configuration for that task:
Now whenever a client is added to the workflow, a reminder will be scheduled for the specified task.
To enable sequential reminders, follow the instructions here.
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