Who This Is For / When to Use
Use this trigger if you need to notify team members about upcoming or overdue tasks, or automate follow-up actions tied to task due dates.
How the Task Reminder Trigger Works
The Task Reminder trigger activates based on the due date of a task.
You control when the workflow runs by applying time-based filters:
Before a task is due
After a task is due
Example:
Send a reminder 1 day before a task is due
Send a follow-up reminder 7 days after a task is overdue
Step 1: Start a New Workflow or Edit an Existing One
Go to Automation > Workflows.
Click + Create Workflow or open an existing workflow.
Step 2: Add the Task Reminder Trigger
In the workflow builder, click Add New Trigger.
Search for Task Reminder.
Select Task Reminder under the Contact trigger category.
Step 3: Configure the Trigger Settings
Workflow Trigger Name (Optional)
Edit the Workflow Trigger Name field to rename the trigger for internal clarity.
Changing this name does not affect trigger behavior.
Step 4: Add Task Reminder Filters
Click + Add filters to control when reminders are sent.
Available Filters (Standard Fields)
Before no. of days
Triggers the workflow a set number of days before the task due date.
Example:
Before no. of days = 1sends a reminder 7 day before the task is due.
After no. of days
Triggers the workflow a set number of days after the task due date.
Example:
After no. of days = 7sends a reminder 7 days after the task is overdue.
Step 5: Save the Trigger
Click Save Trigger.
Step 6: Add Workflow Actions
After the trigger is saved, add the actions you want to run, such as:
Send internal notifications
Send emails
Create tasks
Update contact fields
Step 7: Publish and Test the Workflow
Click Save in the top-right corner.
Toggle the workflow from Draft to Publish.
Use Test Workflow to confirm reminders fire correctly.
Common Issues and Fixes
Workflow Does Not Trigger
Confirm the task has a due date.
Verify the Before no. of days or After no. of days filter is set correctly.
Ensure the workflow is Published, not in Draft mode.
Too Many Notifications
Avoid creating multiple workflows with overlapping reminder windows.
Use only one reminder per timing window when possible.
Pro Tips
Always test first: Use Test Workflow before publishing.
Layer reminders carefully: Combine before and after filters only when needed.
Standardize timing: Keep reminder intervals consistent across teams.
Prevent notification fatigue: Limit reminder frequency per task.
FAQs
What is the Task Reminder workflow trigger?
It runs workflows based on a task’s due date, sending reminders before or after the task is due.
Can I send reminders for overdue tasks?
Yes. Use the After no. of days filter to trigger reminders after the due date.
Can I send reminders before a task is due?
Yes. Use the Before no. of days filter to trigger reminders ahead of the due date.
Can I use both before and after filters?
Yes, but use them intentionally to avoid sending excessive notifications.
Does renaming the trigger affect functionality?
No. Renaming the trigger only changes the label inside the workflow builder.
Should I test the workflow before publishing?
Yes. Always use Test Workflow to confirm reminders trigger as expected.