Reminders for assigned tasks

(0) Share

Report

Posted on by Lisa1988

160

Hi,

I am creating Tasks within CRM and assigning these tasks to team members and I would like to set up automatic reminders for the assigned team members 2 weeks before the task is due. Is this possible? I have done a couple of experiments and found that reminders are currently going off on the due date for all the tasks I assign. I am thinking this will be something I might have to set up on the individual team members computers - I know that you can indivisually select tasks and change the reminders but we have a lot of tasks! I dont want to put a blanket rule for all tasks on the team emmbers computers because it is only the ones I am assigning that need the 2 week reminders. The only solution I have come up with so far is to change the due date to 2 weeks before it is due.

Any help is much appreciated.

Lisa

*This post is locked for comments

All responses (7)

Answers (0)

Community Member on at

Like (0)

Report

RE: Reminders for assigned tasks

Hello, Lisa,

A number of helpful answers here already, but you might also want to check a 3rd party CTI like Tenfold. As a CTI, it integrates Dynamics CRM with phone systems.

One of its great features is the easy task creation. Using natural language processing (NLP), Tenfold can identify phrases like "follow up after two weeks" or "try again this afternoon" from the notes that reps write. It then automatically creates a task in the CRM that can serve as a follow-up on the time/date written in the notes.

This can also be used together with Tenfold's @mention syntax feature. With @mention, you can copy one or more colleagues on the notes. After selecting and saving, mentioned colleagues will receive an email copy of the notes with a direct link to the record in the CRM.

You can check it here: www.tenfold.com/.../dynamics
Lund on at

Like (0)

Report

RE: Reminders for assigned tasks

I have the same question. Did you figure this out Pravin D?
PraveenD 120 on at

Like (0)

Report

RE: Reminders for assigned tasks

does outlook automatically raise the reminder from scheduled start date or does user need to manually add a reminder to task
Suggested answer

Omneya Iskander 410 on at

Like (0)

Report

RE: Reminders for assigned tasks

Hi,

what I already did and worked for me is to create a background workflow based on sending email reminder set the action to 1 day before the due date.

this is what I did, you may set the action to 2 weeks before the due date.

but the reminder I created was in a form of email message to task owner and his/her manager.
Suggested answer

Luc @ IT creation D... 1,360 on at

Like (0)

Report

RE: Reminders for assigned tasks

Another simpler (unofficial) work-around might be to use "Actual Start Date".

As you suggested - use Due Date as the Task Reminding Date - you can even rename this field on the form to - "Reminder Date" or something.

Then use "Actual Start Date" and make sure your people keep track of both dates using customized Views.

Worth trying?
Suggested answer

PS 23,577 on at

Like (1)

Report

RE: Reminders for assigned tasks

Hi Lisa,

I guess these reminders you want for a specific set of tasks and not all.

First of all create a new field on Task 'Need Reminder before 2 weeks' (two option set field)or you can name it whatever you want.

Next step is create a workflow, which should be running on record assignment.

In your workflow first check condition if 'Need Reminder before 2 weeks' is YES and then put a wait condition 2 weeks before task due date.

Last step would be send email to the owner of task.

Hope this helps !!
Suggested answer

Brian Begley 874 on at

Like (1)

Report

RE: Reminders for assigned tasks

There are two different reminders coming into play here I believe.

The reminder that happens at the due date is probably the reminder that happens automatically from Outlook.

What you want is another reminder that notifies the team member 2 weeks in advance of the due date.

To do that, you should create a workflow in CRM on the Task Entity. The workflow would be triggered on create, and would have a wait condition that waits until 2 weeks before the due date.

The workflow would then check the status of the task to ensure that it is still open. If it is, the workflow would send a reminder email to the team member, possibly with a link to the task.

There are many resources on how to build workflows in CRM out on the web.

Good Luck!