✔ create task triggers GHL
Completed by Vania J.
- Assigned to
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Isaac K.
- Notes
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sooooo I want to start using tasks more... but specifically first for the always beautiful acct....I heard that GHL now has the option for "in-app notifications" to be set up as a trigger for when tasks are due or past due. How would the setup look like for that? What does the notification look like? Do you think we could run like a weekly report to see upcoming tasks? Or past due tasks?
Operations-wise....how hard would it be to set up this trigger across the board on all the sub accts?
Both moving forward and retroactively for existing accts?
Sorry about all the questions! lol
As per the info on this trigger. It will run daily at 8:00 am automatically. So we can use it to send reminders on a daily basis for both the upcoming and past due tasks. We can use the filter to set the before/after no. of days.
It shouldn't take more than 2-3 hrs to create this on all the current accounts.
Will look something like this.
We can set the custom title and description text for the notification reminder and also the redirect page where once spa staff clicks on it they will get redirected to.
Please let me know the title, description, and the redirect page for this trigger.
The redirect page should depend on the task type. For the general reminders we can use "contact" as from here he can access all of their leads despite their current status and stage.
Unfortunately, this is not possible.
DONE