Configure Task Reminders

You can specify reminders for a human task activity in a structured or dynamic process.

Note:

  • If a reminder is configured as Before Expiration or Before Due Date, then Process Automation triggers reminder emails even if a task is not claimed.
  • If a reminder is configured as After Assignment, then Process Automation triggers reminder emails only after the task has been claimed.

To configure reminders for a task:

  1. Select the human task activity in a structured or dynamic process. Notice that the Reminders icon Reminders icon is displayed on the right of the process editor when you select a human task.
  2. Click Reminders to open the Reminders pane.
  3. From the Reminder drop-down list, select the number of times to send reminders to the task assignees to complete the assigned task.
    Note that by default the No Reminder option is selected.
    • Remind Once
    • Remind Twice
    • Remind Three Times

    When you select one of the reminder options other than the default No Reminder option, the Interval and When fields are displayed

  4. Click the Interval field to specify the reminder duration. Select one of the following options:
    • Manually Enable Literal (manual) mode: Use the format ##M##d##h##m##s. For example:
      • ten minutes: 10m
      • two minutes and thirty seconds: 2m30s

    • Expression Editor Enable Expression mode: Enable the expression mode and specify an expression to calculate the reminder duration of the task.

      Note that the expression needs to evaluate to the format ##M##d##h##m##s.

  5. From the When field, select when you want the reminders to be sent for the task.
    • Choose Before Expiration if you want the reminders to be sent before the task expires.
    • Choose After Assignment if you want the reminders to be sent right after the task has been assigned.
    • Choose Before Due Date if you want the reminders to be sent before the due date of the task.
  6. Close the Reminders pane to save the changes.

If the task hasn't been acted upon after assignment or till the specified duration of time, notification emails are sent to the task assignees to remind them about the action they need to perform on the task.