Keeping on top of your teams tasks can be a challenge for any organisation, but with automation you can fix that.
Tired of tasks slipping through the cracks? Wish your team was more on top of things? HubSpot's task workflows can help! They make sure important jobs get done right and on time. This means everyone knows what they need to do, and things run smoother.
In this hack we're going to show you how to send reminder emails once a task becomes overdue.
How to build the workflow
1. Create workflow > Select from scratch
2. Select the task based object > Click next
3. Choose the triggers based on whether or not the "property changed is overdue" like the image below.
4. Add your actions. For this we want the record status to change to high priority.
5. Next we want to add an internal email action. Hit the plus button and select internal email notification, fill out the details of the email and assign the receiver.
5. Publish the workflow
Author: Mel Baker
Inbound Marketer