Wednesday, December 10, 2014

Create Reminder mails on Task List


Below are Out of Box steps to send task due reminder mails in SharePoint. The below approach is applicable for both SharePoint 2010 and SharePoint 2013.

1. Create Task list

2. Create a workflow using SharePoint Designer to send emails to users. Include condition to send mails only for due tasks/overdue tasks

3. Uncheck all the checkboxes in Start Options for the workflow

4. Publish the workflow

5. In Task list navigate to List Settings

6. Click on Information management policy settings  - >Task


7. Click on Enable Retention



8. Click on Add a Retention stage



9. Enter settings for Time Period as Due Date + 0 days


10. In Actions, select Start a workflow and select the workflow created

11. If reminder mail is to be sent every day, then check the checkbox for Recurrance and enter 1 day


12. Navigate to Central Admin -> Monitoring



13. Click on Review Job Definitions

14. Click on Information Management Policy .

15. Configure it to run Daily. Default setting is to run every Friday at 11 pm

16. Click on Expiration Policy


17. Configure it to run Daily, couple of hours after Information Management Policy runs. Default setting is to run every Saturday at 11 pm

18. Now the reminder mails will be sent daily once the tasks are due till its completed

References




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