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Tasks: able to customize automatic reminders and able to schedule the task

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  • 正式评论
    Mike

    Great news, all!

    The ability to schedule automated reminders for both stand along Tasks and those within a Process (including Certifications) has been made available in the Workiva platform!

    More info is found here on our Help site. If you have any additional feedback on this enhancement, let us know here in the community. Thanks again for your patience and feedback along the way. We know we couldn't have done it without you. Happy tasking the meantime. :) 

  • Courtnie Carver

    Thanks for reaching out, Daniela.

    The good news is that our product team currently has the ability to schedule reminders/tasks on their future roadmap!

    We don't currently have a timeline but I have created a ticket for you so you can stay in the loop about progress/updates!

    0
  • Daniela Marin

    Super, thanks Courtnie. 

    0
  • Rachel Snyder

    I would like to see this feature as well. The default timing is not great - 3 days before the due date and then the day of? Not the day before? Then the emails stop after the task is 3 days late (why?). The notifications should be advanced enough to recognize business days (week days) and not send emails on weekends.

    I would also like the ability to edit the task reminder emails. I personally do not want the email to say "Contact <your name here> at <your email address> if you have any questions." Only one person has the ability to run a process and it is not necessarily that person would should be contacted for questions.

    3
  • Isabel Messore

    Rachel Snyder,

    Welcome to the Community! I've added you to this feature request so you'll be notified of any updates! I've also created a separate feature request for the ability to edit the task reminder emails! 

    0
  • Andrew McKenzie

    We also are interested in having greater control over the content and timing of the automated reminder e-mails.

    0

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