This Date Reminder Automated Task lets you choose a date field based on which to perform a specific action (such as notifying members or servants) a certain number of days before or after this date. This is useful when you want to notify people in relation to Background Checks-related fields; for notification on any membership-related dates, or for automated actions that should occur based on a date.
To configure this task:
- Enter a Name for your task.
- Select the Time when the task should run, on a daily basis.
- Configure the Task to run. Choose whether you want to communicate, add to ministry, add to group, or follow up. Note that for the communication task, you can choose who receives your message (email, SMS, or push notification): either the member matching task criteria, or specific users such as church servants.
- Set the task Criteria. This is where you choose what set of people the task will apply. You can filter by Gender, Age Range, Groups, or Grade. Task Criteria are optional; and if you do not set any, the task will apply to all people.
- When your configuration is ready, click Save to save the task.