In this video, I explain how to set up a recurring task reminder workflow by manually adding a contact. This workflow allows you to populate tasks repetitively based on your preferred schedule. No tags or triggers are needed, just a contact as a placeholder. I guide you through setting reminders, task details, user assignments, and duplicating workflows for different tasks.
Objective is to set up a workflow that generates recurring task reminders based on specified settings for efficient task management.
Introduction to the Workflow
Located in the utility workflow folder.
Initiated by manually adding a contact.
No triggers or tags needed.
Setting Up the Workflow
Add a contact as a placeholder.
Contact can be your own information or task name.
Contact populates tasks repetitively based on settings adjustments.
Configuring Task Reminders
Use the "Wait" feature to control reminder frequency.
Select specific days for reminders (e.g., every 7 days on Mondays).
Add task details: title, description, due date, assign to user.
Creating Recurring Tasks
Task is populated after the contact goes through the "Wait" event.
Task cycles through the workflow and waits for the set time before repeating.
Duplicating the Workflow
Easily duplicate the workflow for different tasks.
Click on three dots, duplicate, name it, and create a new workflow.
Adjust settings for different types of reminders or tasks.
Conclusion
Duplicate the workflow for various reminders or tasks.
Customize settings to fit your specific needs for recurring task reminders.