This action will create and assign a user task when the Automated Task is run
Create annual reminders using the User Task Action
This could be used to remind a staff member to enter in Public Holidays into the calendar for the following year. Navigate to the Workflow menu and hover the Automated Tasks button. Click on Schedules
- Navigate to Settings > Workflow
- Hover over the Automated Task menu and click Schedules
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Next, we have to create a new schedule to run once per year. Use the little + icon on the left hand side of the page to add a new schedule
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Under Schedule Settings, set up "Schedule: by day number", "Schedule on day: 1 every 12 month(s)", "Run: once per day", and select an appropriate time. Save your schedule
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Hover over Automated Tasks and click on New Automated Task.
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Give this task a suitable title (and description if necessary)
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Leave this as a single-step task and, from the Actions menu, select Create a User Task
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Select a Task Owner. This search field allows you to choose from your aX Admin/Trainer users
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Configure the Due Date and Reminder Date fields. These are based on when the User task is created, eg. task is due 48 hours after its creation
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When To Run, select Scheduled and from Trigger Type, select your new annual schedule
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Click Save automated task
Note: This action alone will not send an email, however, if you set a Reminder Date this will send an email.