Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
These custom processes send out a summary notifications to relevant users when there are any Tasks or high priority Tasks that are Overdue, that is, where the Task Due Date is in the past, relative to today's date.
Overdue Task Process Options
Review each of the overdue task options available below:
This option requires the import of the Overdue Task Reminder process. This custom process will automatically send a weekly reminder to the Task Assignee when they have overdue tasks.
The below outlines the details for the Overdue Task Reminder process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule every week.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Overdue Tasks | Task View |
Status = Not Started, In Progress Due Date = Past |
This option requires the import of the Overdue High Priority Task Reminder process. This custom process will automatically send a daily reminder to the Task Assignee and the Task Delegator when they have overdue tasks with a high priority.
The below outlines the details for the Overdue High Priority Task Reminder process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a daily Schedule.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Overdue High Priority Tasks | Task View |
Status = Not Started, In Progress Due Date = Past |
Importing this Custom Automation
For Overdue Task Reminder, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For Overdue High Priority Task Reminder, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For both automations, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation and Views.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.