Email Reminders for Workflow Items Coming Due

Possible Enhancement Request: Email Reminders for Workflow Items Coming Due

Please cast your vote YES or NO if you see this being a valuable addition in iChannel.

Also, please add any comments if you see it working differently. We will be accepting all feedback on this pending item until April 30th, 2019. We will then meet internally and discuss the option for this feature.

Steps:

1. Workflows are created. Each Task is assigned an Internal User and Due Date.

2. The Task is a week out from being Due. An email is automatically generated reminding the Internal User about the Upcoming Task.

3. The Task is now 3 days out from being Due. An email is automatically generated reminding the Internal User about the Upcoming Task.

4. The Task is now 1 day out from being Due. An email is automatically generated reminding the Internal User about the Upcoming Task.

5. The Task is Due TODAY! An email is automatically generated reminding the Internal User about the Upcoming Task.

Please note it is not our intention to flood Internal Users with useless emails. We have had a couple of clients make this request. We want your feedback. We also think it is important to note that these Notifications could be turned off if not wanted by the Firm.