This feature allows you to set up a task reminder in a control. To do this, you need to have the superuser role.
Note: You can configure two types of reminders:
- Reminder to users with pending tasks: this reminder is sent to users assigned to the task.
- Extract list of users with pending tasks: this reminder gives the list of users who must submit a task assigned to them
Set reminders for users with pending tasks
STEP 1
To set a reminder for users who have pending tasks to complete, go to the platform menu Configurations → Controls and search for the control you wish to configure the reminder.
Figure 1: Control list page
STEP 2
Go to the form assignment step and click on the Manage reminders icon.
Figure 2: Form assignment step page
STEP 3
Click on Add a reminder
Figure 3: reminder creation window
Select Reminder to users with pending tasks, then choose one of the following options:
- Before the due date: the reminder is sent according to the number of days defined before the due date.
- After the due date: the reminder is sent according to the number of days defined after the due date.
- On due date: the reminder is sent on the due date.
Click on Save to complete the configuration.
Figure 4: Task reminder configuration options window
STEP 4
Check the reminders configured in the previous step.
Figure 5: Task reminder window with different configurations
Set up a reminder with a list of users who have pending tasks
STEP 1
Repeat steps 1 to 3 and select Extract list of users with pending tasks, then select user and/or user groups. Finally, configure the reminder according to your needs:
- Before the due date: the reminder is sent according to the number of days defined before the due date.
- After the due date: the reminder is sent according to the number of days defined after the due date.
- On due date: the reminder is sent on the due date.
Click on Save to complete the configuration.
Figure 1: Reminder configuration options window for the list of users with pending tasks.
Figure 2: Reminder configuration window for the list of users with pending tasks.
STEP 2
Check the reminders configured in the previous step. A reminder e-mail is sent to the user and/or groups on the due date, depending on the configuration chosen.
In this example, a reminder will be sent to user Max two days after the due date, with the list of users with a task to complete.
Figure 3: Configuration window with configured reminder of users with pending tasks.
NOTES
Please note that this document is only a brief guide. The AlphaCCO support team will be happy to assist you if you require further guidance. Please do not hesitate to contact us at support@alphacco.com