Send an email automatically predicated on a date or on completion of a previous task?

Q: Is there a way to send an email automatically predicated on a date or on completion of a previous task?

A: Yes - in the SCHEDULE field, setup the task to be 0 Days AFTER "Completion Date". That will open up the LAST drop down field in that window to pick the Activity you wish to have it dependent on. Then in the ACTION field, setup an AUTOMATIC Email with your selected Template. When the first activity is completed, then the second activity will send the email automatically.

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    Jonathan Asbell

    So what happens if you have an Activity scheduled for 1 day after WF start, and its configured to send an email out "immediately", will the Activity appear on day one as a task to complete and prompt us to check off the Activity in the Dashboard?

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