Can an Admin Set Automatic Task Reminders for Overdue Tasks?
I would like to have a reminder sent to my team when they have missed a deadline for a task. Is that something that I can set from the admin panel? This is standard in Asana and other platforms. I just can't seem to find it. This is a pretty basic function so I hope I'm just overlooking it.
help.wrike.com/hc/en-us/articles/210324405-Email-Notifications?flash_digest=f795e14827d8a36f9ffe89c6d61a77aec9cc4e96
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
Hi Lisa, is there any update on a feature like this? I can't seem to find anything in the forums.
Hi Eric Fiero, have you tried using Wrike's Automation Engine for that? It's possible to create a reminder for overdue tasks 👍
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
Hi Lisa, automations are not currently enabled on my account so I would need to work with our account owner on that. Just wondered if there was something simpler.
Got you, thanks for clarifying Eric Fiero! I'd definitely suggest taking a closer look at the automation as it's easy to use but opens many possibilities. Please let me know if you have any questions about it 🙂
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
Lisa, using automation, I can only seem to create a comment the moment a task becomes overdue. I'd like to be able to generate a comment (or an emailed reminder) 7 days after it's due, 14 days, 1 month, 3 month, 6 month or something.
Hi Teddy, thank you for your reply. I have passed your feedback to our Product Feedback Team 👍 As a workaround, you could use an automation rule based on status:
I hope this alternative can work for you 🙂
Please, let us know if you have any additional questions.
Thanks, @.... Already using this technique. It's the "overdue" alerts I think we're all looking for.
@...
My solution doesn't seem to be working. I've set up an automation rule to fire for any task with an active status that is within one week of its due date (see above) and then simply comments a reminder, @-tagging assignees.
It works a little too well? It fires at the 7-day mark, but then it refires every time someone changes the status. So it hits one week out and leaves the comment. Then the assignee moves it from "not started" to "in progress" and the automation fires again, commenting a second time. And a third. And fourth as the task moves through the system.
Any advice?
Hi Teddy, thank you for the additional details. Would it help if instead of firing the @mentions when the task is in any status of the active group you'd adjust this and select only one specific status?
Looking forward to your reply!
Hi,
I am also looking for a notification/mention in the automation engine without using status' but rather the date. I would like to set reminders that a due date is coming up to remind those assigned to check in on the task. Has there been anything added to the automation for this?
Kellie Graham, If I understand correctly, this screenshot might look like something you want. I have an automation set up to mention assignees when the due date is in 1 day and it looks like this:
Hi, is there a way to set this automation for the entire account?
Eric Fiero yes I did see that automation, is there a way to make it more than 1 day? I tried to change the day amount but I did not get a notification when that time came across.
Mary Wagner To set up an account wide automation you need to be an account admin. That individual can make this account wide.
Kellie Graham You definitely can. I have one for 7 days also. Might need to double check all the triggers.