Controlling Task Reminders based on Important Dates | Voters

Controlling Task Reminders based on Important Dates

Andrew Mickley

Set task reminders based on important dates (primarily next client meeting date, which can vary).

May 21, 2021

Erin Britton

Would love to be able to trigger reminders for tasks (like sending out meeting reminder postcards and texting day-prior meeting reminders) based on meeting date.

Fred Egler

Merged in a post:

Reminder triggered off of a future event.

Mike Rauth

When setting a task reminder, allow the trigger to be based on a future event. For example: Confirm all documents have been received 3 days BEFORE the next meeting.

November 30, 2022

Paul Morrone

I'm hoping to revive this thread as I would find this very useful

Alison Miller

It would also be nice to have a reminder trigger based on the Meeting Dates, like a reminder triggered a week before the next meeting date in the automation process

Dan VanDusen

Yes, another vote for this. I can think of a few good use cases for this.

David Shotwell

Setting task reminders based on days before or days after a meeting would be VERY helpful for meeting workflows.