Simple Reminders using Tasks in Workflows

Workflows is a POWERFUL tool that allows you to create potentially complex Tasks organized into lists called Workflows.

BUT... what if you just want to create a simple reminder? Not connected to a contact or transaction. Just a simple item you want to be reminded about so you don't forget to do it.

This can be EASILY accomplished using "orphaned" or stand-alone Tasks that exist outside of a Workflow.

Create a Reminder using Tasks

1. Go to Workflows
2. Go to the bottom row of any Tasks that may be showing.
3. Type the activity name, choose a due date and click the green "+" circle to add the Task.

That's it! depending on the due date your Task will automatically show when you go to Workflows. If you don't see it click the "This Week", "Next Week", or "ALL Incomplete" buttons to adjust the view.

BONUS: Stand-alone Tasks are also included in the daily Tasks Reminder email that is sent out on weekdays at 6am.

POWER USERS: Tasks can also be recurring so that when you mark it as complete another identical task is automatically created with a due date set however many days into the future you want. For more info see Recurring Tasks in Workflows.