{"id":7210,"date":"2014-02-28T13:10:28","date_gmt":"2014-02-28T13:10:28","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7210"},"modified":"2014-02-28T13:10:28","modified_gmt":"2014-02-28T13:10:28","slug":"creating-tasks-through-workflow-with-defined-due-period","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/","title":{"rendered":"Creating tasks through workflow with defined due period"},"content":{"rendered":"

CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through \u201cCreate Task\u201d action of workflow. However it\u2019s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For example I want a reminder in 30 minutes after rating a lead for follow-up. Here is what can be done.
\nGreytriX3 :<\/strong><\/em><\/span>\u00a0\u00a0Integration options in Sage ERP X3<\/a>
\n1. Go to Administration -> Advanced Customization -> Workflow -> Lead Workflow<\/strong>
\n2. Click on \u201cEdit Workflow\u201d<\/strong> button as shown in below screenshot. Then your workflow will be in edit mode.
\n\"Workflow1\"<\/a>
\n3. Click on <\/span>\u201cRate Lead\u201d<\/strong> rule.<\/span>
\n\"Workflow2\"<\/a>
\n4. Then click on the \u201cNew\u201d<\/strong> button available at the bottom of the screen to add new action as shown in below screenshot.
\n\"Workflow3\"<\/a>
\n5. Click on the \u201cCreate Task\u201d<\/strong> action from the set of actions as displayed below.
\n\"Workflow4\"<\/a>
\n6. After clicking on \u201cCreate Task\u201d<\/strong> action task window will get opened. Fill the required details whichever you want. Also set the \u201cTo be completed in (minutes)\u201d<\/strong> field to the time (in minutes) by which task should be completed. In this case we have set it to 30 as shown in below screenshot.
\n\"Workflow5\"<\/a>
\nIf you want to assign the above task to particular user then you can select that user in the \u201cUser\u201d<\/strong> field otherwise it will get assign to the user mentioned in \u201cGet Default User From\u201d<\/strong> field.
\n7. After filling all the details click on save button and activate the workflow.
\nAfter following above steps, when you progress the lead through \u201cRate Lead\u201d<\/strong> workflow, your task will be created and will get assigned to the Lead\u2019s assigned user and its due time will be set to 30 minutes after the start date as displayed in below screenshot.
\n\"Workflow6\"<\/a>
\nAlso Read:<\/strong><\/em><\/span>
\n1. Progressing workflows through Interactive Dashboard<\/a>
\n2. Disabling Workflow for an Entity<\/a>
\n3. Trick to set workflow for Opportunities converted from Lead<\/a>
\n4. Calling External URL from Workflow<\/a>
\n5. Confirmation dialog box in workflow action button of Sage CRM<\/a>
\n <\/p>\n","protected":false},"excerpt":{"rendered":"

CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through \u201cCreate Task\u201d action of workflow. However it\u2019s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332,396,438],"tags":[2415,2611],"class_list":["post-7210","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-task-sage-crm","category-worklfow","tag-tasks","tag-workflows"],"yoast_head":"\nCreating tasks through workflow with defined due period - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating tasks through workflow with defined due period - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through \u201cCreate Task\u201d action of workflow. However it\u2019s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-02-28T13:10:28+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/\",\"name\":\"Creating tasks through workflow with defined due period - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg\",\"datePublished\":\"2014-02-28T13:10:28+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating tasks through workflow with defined due period\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\",\"name\":\"greysagecrm\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g\",\"caption\":\"greysagecrm\"},\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Creating tasks through workflow with defined due period - Sage CRM \u2013 Tips, Tricks and Components","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/","og_locale":"en_US","og_type":"article","og_title":"Creating tasks through workflow with defined due period - Sage CRM \u2013 Tips, Tricks and Components","og_description":"CRM systems must have capability to remind you about the pending tasks at every stage. We know we can create tasks automatically through \u201cCreate Task\u201d action of workflow. However it\u2019s not like we will follow up on the same day. So we have to set the specific Due Date in future for automated tasks. For\u2026 Read More »","og_url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/","og_site_name":"Sage CRM \u2013 Tips, Tricks and Components","article_published_time":"2014-02-28T13:10:28+00:00","og_image":[{"url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg","type":"","width":"","height":""}],"author":"greysagecrm","twitter_card":"summary_large_image","twitter_misc":{"Written by":"greysagecrm","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/","name":"Creating tasks through workflow with defined due period - Sage CRM \u2013 Tips, Tricks and Components","isPartOf":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#primaryimage"},"image":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#primaryimage"},"thumbnailUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg","datePublished":"2014-02-28T13:10:28+00:00","author":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f"},"breadcrumb":{"@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#primaryimage","url":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg","contentUrl":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/Workflow1.jpg"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/28\/creating-tasks-through-workflow-with-defined-due-period\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/"},{"@type":"ListItem","position":2,"name":"Creating tasks through workflow with defined due period"}]},{"@type":"WebSite","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website","url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/","name":"Sage CRM \u2013 Tips, Tricks and Components","description":"Explore the possibilities with Sage CRM insights through our comprehensive blogs. As a leading Sage partner, Greytrix helps businesses maximize their Sage CRM potential with its rich expertise and immense knowledge. Here, you will find blogs that feature expert advice, tips & tricks, best practices, and comprehensive guides on customizing and configuring Sage CRM for your business. Stay informed with our regular updates and expert insights!","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f","name":"greysagecrm","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/c3b4325cb326e36467f945b9b9adf2bb85e907fe092d42eb36b39743b492e626?s=96&d=mm&r=g","caption":"greysagecrm"},"url":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/author\/greysagecrm\/"}]}},"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/7210","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/comments?post=7210"}],"version-history":[{"count":0,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/posts\/7210\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/media?parent=7210"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/categories?post=7210"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-json\/wp\/v2\/tags?post=7210"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}