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Hi.

I am searching for a Webpart or other solution that notifies the person assigned to a task when the task deadline is nearly reached.

(For example: 2 days before the task has to be competed, the task-responsible receives an e-Mail)

Has someone an idea how to do this or does someone knows a where to get such a webpart?

thx

It wouldn't be accomplished with a web part, but rather workflow logic. You could have a SPD created workflow that gets fired off on new Task creation, and has an action / condition that does something like:

Step 1

CONDITIONS: (leave blank)

ACTIONS (use Add Time to Date): Add -2 days to Tasks:DueDate (Output to Variable: reminderData)

Step 2 

CONDITIONS: If Variable: reminderData equals (ignoring time) Today

ACTIONS (use Send an Email): Email this message

This is just the basics, of course, and you would need to refine it for yourself. Hopefully this gets you started in the right direction, though.

-Monjo
 

Monjo Thank You!

Problem solved! That was exactly the kick (in the right direction) I needed.

Have a nice day :)

Hey Monjo,

I am also trying to achieve the same.

I followed the same steps but i get the workflow completed but no mail in my box.

 Could you please let me know what is the exact step?

Looking forward to haer from you.

Thanks,

Lakki

Hey Monjo,

I am also trying to achieve the same.

I followed the same steps but i get the workflow completed but no mail in my box.

 Could you please let me know what is the exact step?

Looking forward to haer from you.

Thanks,

Lakki

Do you receive emails ever? Two things are happening:

1. You are not meeting the condition, and therefore no email is ever sent.
2. Email is not enabled, or is having problems on your server.

To confirm the first, I suggest the Action -> Log to Workflow History and output your variables after the condition. You can view the Workflow History list at http://[sharepoint]/[site]/Lists/Workflow History/ .

 Keep me updated.

 -Monjo
 

Hey Monjo,

 Thanks a lot for your quick response.

I do get mail when i set the today's date in my Due date field of the List.So,No issue with Mail server i suppose.

But when i set two day's ahead date,i should get mail today(having the condition you have written above,which is also my requirement).

In this case,i see the workflow completed but never get the mail.

Let me expalin you in detail my requirement:

I have list with due date feild and i want to get mail 1 day before my due date is approaching.

If you have any other idead,please let me know asap.

 Thanks in Advance,

Lakki

Are you adding -1 to the Due Date then? Also, make sure your condition is equals (ignoring time) - the "ignoring time" is important here.

-Monjo 

But this workflow will get executed always or only when a document is uploade or modified,is it mandatory to select when workflow should run, if we don't select any options will it execute automatically always..??

Even I have a similar requirement, except that, i need to execute it always, I mean, notification mail should be sent when the duedate is today..

I tried but I am not receiving any mails, how to put (ignoring time) Today, when I try to bind it with date, it will just display today and I can't even insert (ignoring time)  manually...

My Variable:reminderDate will return a date time field, Do i need to change it??

Thanks,

  Sam

its working without using (ignoring time) , but it will be executed only when a Item is created or modified or if we start the workflow manually..,is there a way to execute it always, i mean every day it should check whether documents duedate has reached if it has, then should send an email..is it possible to execute a workflow like that??

Thanks,

  Sam

sammus:

... is there a way to execute it always, i mean every day it should check whether documents duedate has reached if it has, then should send an email..is it possible to execute a workflow like that??

I think you could accomplish this using several options: 

One - You can do this with state machine workflow, a state with DelayActivity in it that would wake up regularly and do your check, and a simple SendEmail activity to send email. This would need to be done using Visual Studio, though.

Two - You could use the action "Pause Until Date" in SPD. You start the workflow on new item creation, and do something like the following.

ACTION: [Pause Until Date] Pause until Tasks:Due Date
ACTION: [Send and Email]  then Email this message

This starts the workflow, pauses until your Due Date is reached, and then sends off a reminder email. It's simple, but it may be all you need in your scenario. There is no reason to continually check state if you don't have to. You know what I mean?

-Monjo
 

Hi Monjo,

 This seems to be working.i have tested with one instance.

Thanks a lot.

 I needed another help.

For the same list: I want to generate mail daily to the owner(around evening-4.30 PM EST) till the project status is set to complete to update the status.

Could you please let me know the steps too.

I have staus field and owner field in my list.

 HOPE YOU ARE CLEAR WHAT I MEAN!!.

Looking forward to hear from you asap.

 Thanks in Advance,

lakki

Hi,

Can anyone please let me know the action and condition for creating workflow that does the following:

From the task list- I want to generate mail daily to the owner(around evening-4.30 PM EST) till the project status is set to complete to update the status.

Could you please let me know the steps too.

I have staus field and owner field in my list.

Thanks in Avance.

 Lakki

Hi Monjo,

 Could you please spend your few minutes in letting me know how to do this.

From the task list- I want to generate mail daily to the owner and team member(around evening-4.30 PM EST) till the project status is in progress state.

Could you please let me know the condition and Action for the same in sharepoint designer or is there any other way to do this?\

I have status owner ant team member field in my list.

Thanks in Avance.

 Lakki

Can't be done with SPD. But, you can do this with state machine workflow (created in Visual Studio), a state with DelayActivity in it that would wake up regularly and do your check, and a simple SendEmail activity to send email. Again, this would need to be done using Visual Studio, though. You could probably search online for "visual studio state machine workflow" and follow examples. It will be much more in-depth than an SPD workflow.

-Monjo