How to create reminders and reoccurring tasks in SharePoint Designer 2013?

1
votes

I was assigned a SharePoint 2016 project in which the requirements are quite custom and since I've never worked on such a project I'm needing a bit of help. I'm currently using the SharePoint Designer 2013 to create the workflow that will run the custom list I've created.

Currently, I'm not receiving the reminder notifications and the tasks aren't auto-recreating.

The requirements are:

  • Create reminder notifications based on Due Date (i.e., 30 days, 15 days, 5 days, Due Date, Past Due)
  • Set a tasks to auto-create based on frequency of task (i.e., Annual, Monthly, Daily, Semi-Annual)***

I realize this might be a bit much and could be that some functionality might not exist but I was able to get some started based on simple googling. I've attached screenshots of my workflow thus far. Any help is greatly appreciated.

Part 1

Part 2

Part 3

1
sharepointsharepoint-designersharepoint-workflow
It would be really nice to add some details about where your current workflow is failing, where are you stuck, any error messages? - shelbypereira
I apologize. So currently, I'm not receiving the reminder notifications nor is the task re-creating when I update the action status. - Hugo V

1 Answers

0
votes

I would suggest to use any alert&reminder web part from VirtoSoftware or PlumSail or KWizCom. It's possible to create a reminder based on due date with all these tools.