Generate a Task based on Date of Event

18 votes

Ability to generate to do tasks with the variables related to the event start date or creation date. Such as adding a custom attribute would create a todo that is do 60 days before the event start date or conversely 30 days after the event created date.

Done Workflow Suggested by: Mike C (CollegeNET) (23 Oct, '20) • Upvoted: 24 Feb • Comments: 2

Comments: 2

26 Jan, '23
Keith Stiles
I was working with the team at Michigan Technological University and this was definitely a step that would make their processes work more smoothly. Given that we're drawing on those variables in Event Save E-mails and Document Management it would be great to be able to pull some of them into a To Do and possibly event be able to set up To Do Templates so that they can have consistency in delivery. This was a feature of their old system.
23 Feb
Karen Admin
This is possible through Scenarios and To Do Templates:
https://knowledge25.knowledgeowl.com/help/event-save-email-creating-copying-and-editing-scenarios
https://knowledge25.knowledgeowl.com/help/creating-copying-and-editing-to-do-templates