Hi!
I'm trying to set up automated tasks (assigned to a certain specific user) whenever a deliverable is entered. Something like:
- 60 days before deliverable date, start to draft report
- 45 days before, have legal team review
- 30 days before, have supervisor review, etc
I don't have a ton of experience with flows and I'm getting stuck. I'm opening a case as well but often find that folks here are faster :) Do you have info about how specifically I can do this with a flow?
Thanks in advance!
I run a scheduled Flow every day that looks for things that are to be done in 30 days time and set the Task reminder date to TODAY() (using Formula variables)
This is from my 'Get Records' to find donations to be reported in 30 days time:
This is the formula variable used above:
I loop through all the donations due to be reported on in 30 days time and create a task for each one with normal priority and a reminder date of TODAY().
I note that @Amy Tarleton would like to set the task dates as 60, 45 and 30 days prior to the finish date, but it also sounds like the previous task in this workflow needs to be completed i.e. the draft report needs to be done for the review to be performed.
