Set reminder email alerts for tasks/sub-tasks prior and at time of milestone/due dates

Would like the ability to set reminders both visible in the dashboards/portal and by email for tasks/sub-tasks prior and at the time of milestone/due dates where we can define for each item.

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Stephen

Hi Earl, just coming across this post now. It would be great to hear a use-case so everyone here can fully understand how you'd use this in a real life example.

If you can also share how you're achieving a workaround or solution at the moment, that would be great 👍

 

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Currently you can set a task milestone or due date, but not both.  In the case of a support contract renewal task (or domain name renewal or ssl certificate renewal) for example - the deadline would be a certain date but the purchase of the renewal would come much earlier to give time for the renewal to process.  We would need notifications ahead of time so this is done by the deadline.  The only workaround I know of is to have separate sub-tasks.  Recurring tasks that spawn only a day before the date set have this same problem, there are no reminders ahead of time.  There are a lot of other (non-IT related) tasks that have the same scenario.

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Hi Earl, thanks for sharing this, it will really help when our Product team reviews this suggestion. I'll keep you posted if I have news 👍

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Yes, upvote this. By the time we get to the deadline, it's often too late.

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Also, for recurring tasks that are not generated upfront it would be ideal to be able to have the ability to set the auto-generation date instead of 1 day before the due date.

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Another case for this would be:

User A must complete a pre-requisite tasks before user B can complete theirs.  It would be nice to get a reminder either a few hours or a day ahead of time to confirm with User A if they are going to meet their deadline, instead of relying only on Wrike to alert once user A has completed.  This would allow User B to be proactive about their workload and schedule for the day.  If user A is going to complete in the morning, so can user B, but if User A is late, then User B can do other work while waiting.

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This feature would be great. I am still learning this software and I would love this feature

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I also think this would be helpful. Deadlines can be easily missed if a reminder is only being generated right in advance of what is needed. 

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Our team works in a similar way. Some milestones have much longer lead times than others, so having what we call an 'alert date' instead of just a 'due date' is hugely helpful in ensuring topics are covered off and correct resource is in place, long before it becomes too late

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Hi again everyone! Notifications aren't currently planned by the team, but I'll make sure to let you know if that changes. I'd advise setting up dependency of tasks where there's a milestone for the end of the project but also task(s) that would be for things like "renewal purchase" etc and that would also have earlier due dates, for example. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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We are doing that as well as using custom field named Deadline where we can select that and populate a date and then use a Report view to show that field.

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I would love to be able to set an alert for projects we put on hold to reactivate them on particular dates without creating new tasks.

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Our use case is simple. I have a weekly recurring task that I set to do every Wednesday. But it arrives in my inbox alerting me to do it the day before. I would like to set it so that I get an alert the day I have to do it. I don't want to have to press "snooze until..." in order to hide it until the next day.

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Hugh

Hi Lorie Saria-Huertas,

What day do you have the recurrent task set for? The date of the task title may not correspond with the recurrence. If you select the "edit recurrence" option, you should be able to see what day the notification is set for.

Also, what time do these notifications appear? Usually, recurrent tasks will be assigned to you the night before they are due so that you can see them in the morning when you start. If these Inbox notifications are appearing 24 hours before you wanted them to, let me know and I'll raise a Support ticket for you. 

Hope this helps! If you have any other questions let me know 😊

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Hi Hugh, 

Thanks for your response. I have two different recurring tasks. One is set daily, the other is set weekly. The titles correspond with the recurrence. When I select "edit recurrence" I don't see any options for notifications.

My notifications appear at 2:50 am of the day before it is due, which is pretty much a whole day early. For a task due on Feb 26, I will receive a notification in my inbox on Feb 25. If this isn't usual, then yes please raise a Support ticket. 

Thanks so much!

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Hugh

Hi Lorie Saria-Huertas, this is an intentional feature. These tasks are set to appear one working day before they are set to begin. This is to give you the chance to clear it in your Timeline. Apologies for any miscommunication.

One possible workaround would be to rename the task to "Wednesday's Task" and to set the recurrence for the next day. That way you would receive the notification when you intended it to. 

Thank you for your feedback! It's been passed on to our Product team.

If you need help with anything else or if you have any other questions, let me know 😊

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Thank you, Hugh and Support team for looking into this for me. I will try the workaround for now. But can I suggest enabling options for scheduling the notifications as a future development? I'd like to be able to say when I want the notifications so that it works best with my own workflow. 

Thanks!

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Hugh

Lorie Saria-Huertas Glad to hear that Support has been helping you with this! I've passed this feedback on to our Product team. If you have any other questions, don't hesitate to reach out to me 😊

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Is this really still NOT possible? Is a workaround still necessary? It's almost September 2021 now!

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Hi Catherine Wetzel. I understand your sentiment here and also passing your feedback to the team. As soon as I have an update from them, I'll be sharing it here on the Community. 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Just wanted to chime in here to state the need of a 'set reminder' function. I am not a project manager, but an 'end user' of Wrike handling many (design) tasks per day in an agency setting. It is not my place to set up tasks and schedule them. My need is to be able to set a reminder on a task that, for example, needs to be started tomorrow or another specific day in order for me to complete it in time... a personal reminder, without having to leave Wrike and go into my calendar or the like. 

For me it would be like "Set reminder on @xx day @xx time", with associated text describing the needs. 

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Hi Petter Frostell, welcome to the Community! We've just released a new Automation date trigger that would send you a reminder, you can check all details in this post. An account admin should be able to set this up. Please let me know if you have any questions.

If you'd like to learn more about the Community please visit our New to Community forum 🙋🏻‍♀️

Cansu Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Cansu Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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The "Automation trigger" works. But why would this not include the field to include that a task IS or IS NOT complete? If it's already completed, the automation is a completely unnecessary and wasted Wrike notification, correct?

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Hi Catherine Wetzel, thanks for posting, I'm passing on your feedback to the team. 

For some teams' use cases, receiving a "completed" status notification can be necessary for the action after the task completion, I understand your use case here is different. Please let me know if I can help you with anything else 😊

Cansu Community Team at Wrike Wrike Product Manager Узнайте о самых популярных функциях Wrike и советах по его использованию

Cansu Wrike Team member Узнайте о самых популярных функциях Wrike и советах по его использованию

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Just to clarify: My "use case" is not about notification of status. But it's about this automation being triggered when a task is already in completed status, as well as a task that is not completed, both! This automation should have the option to tell it to NOT trigger when a task IS in completed status.

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Thank you for sharing more thoughts and ideas here Catherine Wetzel, we've passed your feedback to the team 👍 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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