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JonesHarrisIT
Level: Power Up

Create a flow with planner to remind 30 days before a task deadline

Hi Guys,

 

I am new to Flow/Automation.

 

I have a plan with 3 buckets, I am looking to focus on one specific bucket name, get all tasks in that bucket then find out if the task has not been completed and also if the task due date is within 30 days.

 

I then wish to get the profile of the assignee and send an email with the name of the task and a generic message around the included due date from that task item.

 

Similar to this post 

 

Except I need only the items in a specific bucket

Capture.PNG

 

My thinking is that I get the tasks from the result of the filter array to ensure I am only looking at tasks in the specific bucket, then apply the rules I mentioned at the start of the post.  Could someone please help me building an example of what I actually need to include to achieve my goal.

 

Thanks,

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Create a flow with planner to remind 30 days before a task deadline

Hi @JonesHarrisIT ,

 

Please refer to screenshot below to create the flow:

1.png2.png

 

 

Best regards,

Alice       

 

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
Super User
Super User

Re: Create a flow with planner to remind 30 days before a task deadline

@JonesHarrisIT 

Hi there.  To clarify, if we run this process daily and it finds a task with a due date within 30 days and sends the email...what should happen tomorrow? and the next day?  Is your intent that the person would get an email every day until the task is completed as long as we're within the 30 days?

 

Also, we may want to consider tasks that are overdue.

 

Here's a template that gets pretty close to what you describe.  Maybe with some tweaks, it will be exactly what you want

 

Keep us posted.

-Ed-

 

If you liked this reply, please give it a thumbs up! If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.

Community Support Team
Community Support Team

Re: Create a flow with planner to remind 30 days before a task deadline

Hi @JonesHarrisIT ,

 

Please refer to screenshot below to create the flow:

1.png2.png

 

 

Best regards,

Alice       

 

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

JonesHarrisIT
Level: Power Up

Re: Create a flow with planner to remind 30 days before a task deadline

Thank you for your reply and please excuse my delay in response.

 

I shall review this and let you know how it goes.  You did in fact point out a very valid observation, I do not want it to send a ping evry day for 30 days.  Only on the 30 marker so I shall adjust the logic accordingly.

 

Thank you 

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