send notification for overdue task

  • 0
  • 1
  • Question
  • Updated 2 years ago
  • Answered
I am sure a similar question has been asked several times with different scenarios.  I understand there is no native solution, but is there an alternative way which could dirty the record and I could use that to issue a notification to the person nominated?  
Photo of Arshad Khwaja

Arshad Khwaja

  • 3,132 Points 3k badge 2x thumb

Posted 2 years ago

  • 0
  • 1
Photo of Matthew Neil

Matthew Neil

  • 31,438 Points 20k badge 2x thumb
most task "Due dates" are a single day.  You are aware that quickbase can't send out a single notification when a "due date" come up.
but..
you can make a report that shows only "Today's" due tasks, and have that sent our every morning via a subscription.

In addition, if your tasks are set up properly, you can make a personalized report for people's dashboard that only shows their assigned and active tasks (possibly sorted by due date for example)
Photo of Arshad Khwaja

Arshad Khwaja

  • 3,132 Points 3k badge 2x thumb
Thanks Matt. So if I were to create a field like this:

Reminder Date: If(ToDate([Projected Finish Date])> Today() + Days (7), Today()
)

And if I add this to a report where it is greater than today's date, this should work for each nominated user. (I do have a current user field that would pick up the assigned to)?  
Photo of Matthew Neil

Matthew Neil

  • 31,438 Points 20k badge 2x thumb
You can do it that way, or when you build your report just have it filter for tasks that are due
"on or after today"
AND
"on or before 7 days in the future"

That will show you everything for the next week, and you can send that out every Monday. (or every day if you'd like)
Photo of Arshad Khwaja

Arshad Khwaja

  • 3,132 Points 3k badge 2x thumb
Thanks I got the report and subscription.  Now need to test it.  So added myself for one of the task due tomorrow.  Hopefully it works.  Appreciate your help.