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What is the best means of sending email to my users for overdue tasks. Like keep sending an email every day or every other day telling them this task is due?
1 件の回答
  1. 2019年3月9日 4:09
    For the initial due date, I would use the 'schedule reminder' feature on the task object.  

     

    You can use process builder to set the reminder flag and date/time when a new task is created. 

     

    I would use process builder to also schedule an email notice for 2/4/6 etc days after the task is due, just be sure to include the status not equal to complete in your criteria, check the box under advanced on the criteria screen, and then create your time triggers for all the intervals after the due date where you want to send a reminder. 
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