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email reminders for tasks
I'm doing grant work for a non-profit. I'm trying to determine if we can use Sharepoint to manage the grant application process instead of purchasing specialized software. However, I'm new to Sharepo...
0123456789 Yes it's doable. You have to build Scheduled Task Reminder Flow and then iterate each item which satisfies your requirement and then send reminder.
To replicate the same:
- I created a task list.
- Then I created a Date column which I named as Reminder Due Date and the set the value (Due date-2 Days)
- Then I went to flow where I added Recurrence and set the interval as one day
- Then in the next step I queried the Task List to get the items where the reminder due date matches with today's date. You can use the Original Due date as well just you need to change OData filter criteria. Task List might not appear in your List Name drop down you can use the name as it is defined in the URL it should work fine.
Finally send emails for each item which matches the criteria reminding them to complete the task
Hope this helps you!
0123456789 Yes it's doable. You have to build Scheduled Task Reminder Flow and then iterate each item which satisfies your requirement and then send reminder.
To replicate the same:
- I created a task list.
- Then I created a Date column which I named as Reminder Due Date and the set the value (Due date-2 Days)
- Then I went to flow where I added Recurrence and set the interval as one day
- Then in the next step I queried the Task List to get the items where the reminder due date matches with today's date. You can use the Original Due date as well just you need to change OData filter criteria. Task List might not appear in your List Name drop down you can use the name as it is defined in the URL it should work fine.
Finally send emails for each item which matches the criteria reminding them to complete the task
Hope this helps you!
Vikram_Samal thank you so much! I really appreciate it!
- Ops didn’t mean to mark as answer. Like is too close to the button. Anyway it’s most likely the best answer since this is how you can accomplish it with flow.
