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Question

send reminder to assigned resources when 2 days are left from due date


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I want to send email to assigned resources if task is yet Active and due date is in 2 days from today.

I tried to create a scheduled workflow rule but it did not trigger email.

can anyone share the sample condition and on which object it should be created?

Aayush
Planview Falcons
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  • Community Manager
  • December 26, 2024

Hello Deepti - This can be achieved by creating workflow rules. Please contact your CSM as they are familiar with your system. 
 


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  • Bronze Active Participant
  • December 31, 2024

there used to be an app http://www.clarizen.com/appsmarketplace/item/Email-Notification-Manager.html  that you could modify to do the reminder  - im sure its on teh PV website

 


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