> For the complete documentation index, see [llms.txt](https://software-help-docs.gitbook.io/knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://software-help-docs.gitbook.io/knowledge-base/software-guide/workflow-triggers/workflow-trigger-task-reminder.md).

# Workflow Trigger: Task Reminder

*In this article, you will learn how to set up the workflow trigger task reminder and the purpose of each filter.*

**Step 1:** Start a new workflow or edit an existing one

**Step 2:** Creating and Editing the Trigger

* Click “**Add New Workflow Trigger**”

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* Select the “**Task Reminder**” button in the **Contact** section of the Workflow Triggers Menu or use the search feature. Once selected, the Trigger setup menu will appear

{% embed url="<https://lh5.googleusercontent.com/UX1y2fw8NRBncXH2Q6o588_1bJWHswpb4FAkPL-f6pji3UR9pIgqfe8UCcCnnjaQAdUMURIISmgjsLUtDoRlIIgBMl6IoKg1_geEb3GGMfnjZwT6v5oM9EvUq-r_m0cqeskgJPzJTFGCZZqVi6E4e-M>" %}

* ***Please Note:** You can change the workflow builder display name using the textbox below **Workflow Trigger Name**. Note that this will only affect the display name within the workflow builder and has no other impact on the content or functionality of this Workflow Trigger.*
* Press **+ Add filters** to expand the **Filters** section of the Trigger setup menu

{% embed url="<https://lh4.googleusercontent.com/9nLTL-SgkD6xei8xM7LArTijRrSvqwT8OsciukNTpdzay4EkXCz17d0AFEgFcnYvYVgamk4jhrnwJAw58khxJ5XOnDyTHgVKfp6kMxfOeA5IomwA7gKo02F7cLeX5hFdrT-Nz8Rm3EEgiCLoSsWS1lU>" %}

* You can filter by **Standard Fields**; meaning any task you have previously assigned this user will populate here

{% embed url="<https://lh5.googleusercontent.com/OexW1WZiUdtRvSf5fvhpcZXhy1GohoTau_DuXWOJRUQ5B5KCv6uECMSgmhvFZv91wO0T4oMrmqT_jGR1_z0ohJEdg9zmHl7xqTmfCPPu9oH7RK4J6Tm2eXRdsvkgD2IwaBad-Y1TaiK19EBtn3-c9k0>" %}

* **Standard Fields**: **After No. of days:** this means after a specific amount of day(s) from the due date you will receive a reminder (**Example See Below:** 7 days after the task a reminder will be sent)

{% embed url="<https://lh6.googleusercontent.com/7wL6kRrrFU0S8dSHaokjj2l46jCt3tXNuDZmjqcaeizpT04yjpQBVzgZ3dCV54xWZwkkt4tvPe8aaMNIx0yYeVD8IomQZzNssXNAM7yCb_L2tj4zbtgBjV-U0-Wi6N9RUIz-mSgHnIjpMv7yk8Jdgl0>" %}

* **Before No. of days:** this means before a specific amount of days(s) from the due date you will receive a reminder (**Example See Below:** 7 days before the task a reminder will be sent)
*

{% embed url="<https://lh3.googleusercontent.com/kqmcceUkAyPVsnhf-v3QoNedaXus9ZLMhxHj5tN5PmxNWx5q9JGmmp0Ky24pjFii_jS3pgtwydiVvxuPc-nW4xCp8xQDX_s69pba3tIyPmPvtG8W_MokykPlqXwpxGfY__2ix6ea7-dhwhI2s_8eegE>" %}

* Press **Save Trigger** in the bottom right corner of the Trigger setup menu

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**Step 3:** Set up applicable Workflow Action(s). We have multiple articles available to explain the setup of each Workflow action. Feel free to review our articles for more information on setting these up.

* If your Workflow is ready to be enabled, make sure the toggle switch under **Save** is set to **Publish**
* Be sure to test your Workflow to ensure it is correct by using the **Test Workflow** button next to the **Publish** toggle switch.
* For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”

{% embed url="<https://lh4.googleusercontent.com/CEHbHpItR2luuxCM5-PCU8h7uOoBu7VZz2tzAhVOrx1ErWcTr6VBO6oi0KC01lf6j8HUMyOIxeC27BvrQ3mzQonii7EQOqHqCc7WNbnVvwyp1oGIdlMX8lOYSaQxmIdUQZJtyvkEpk2_bPQmQKfZpUI>" %}

Your workflow is now ready to go with the Task Added Workflow Trigger.


---

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