This action will create and assign a user task when the Automated Task is run
Settings
Workflow
New Automated Task
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
- 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
- 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
- Hover over Automated Tasks and click on New Automated Task.
- Give this task a suitable title (and description if necessary)
- Leave this as a single-step task and, from the Actions menu, select Create a User Task
- Select a Task Owner. This search field allows you to choose from your aX Admin/Trainer users
- 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
- When To Run, select Scheduled and from Trigger Type, select your new annual schedule
- 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.