I’ve created a workflow that assigns a Task to a user based on a selection. The Task has a 7-day reminder set. So, what I am wondering is if I’ve gone about setting up the follow-up to the task properly.
Hi,
unfortunately it won’t work the way it is set up at the moment. The current branch branches on the outcome of the workflow action, meaning it runs into the “Success” branch, if the the workflow sucessfully created the task.
You could solve this by removing the branch and using a “Delay” action, based on an event occurence. In that action, you can select the “Task status” of the previously created task as the filter for the branch. It also gives you the option to define a timeframe in which the task can be completed, before sending the “Incomplete” E-Mail.
I attached a screenshot as an example, please let me know if that helps or if you have any follow up questions.
Best
Colin
From what I can see in the screenshot, it looks good. I’d always suggest to enroll a test contact and check if you get the expected behavior.
Thats the plan.