Send reminder to employees when tasks are due

Reposted from: https://www.sqlmessenger.com/docreader.html?id=552

Q: Good day, I created a task distribution list. I would like to automatically send an email reminder if a task is due. The email reminder has to be the date when is due. The deadline or due date would be in Column C. The data is in an Excel table. Thank you in advance.

A: Yes. You can use the "Task Reminder" program in SQLMessenger to achieve this functionality.

Step 1: Download and install SQLMessenger.
After the installation is complete, you need to configure an email account in SQLMessenger for sending emails. For detailed instructions, please refer to Email Account Management.

Step 2: Click here to download the task list template file(Task_Reminder_Template.xlsx). After downloading, fill in your task list and the email addresses of the recipients for each task in the template. If there are multiple recipients, separate each email address with a comma ",".

Note: Do not modify the column names in the template file, otherwise, errors will occur when importing the task list.

• After editing the task list, follow the steps below to import the list into SQLMessenger.

Step 3: Open the SQLMessenger console and double-click the "Task Reminder (Import Task List)" icon.

Step 4: Click the "Import Data File" tab, then click the button on the right side of the list to select the task list file you want to import, and then click "OK."

Step 5: SQLMessenger will read the data from the task list file into the system and display the results.

• After the task list import is complete, another program in the system called "Task Reminder (Send Task Reminder)" will check the task list every hour between 9:00 AM and 5:00 PM. If it finds any tasks due that day, it will send a reminder email to the corresponding employees.

Note:

1. A task will only be reminded once.

2. When re-importing the task list, please remove any tasks that are due today and have already been reminded from the Excel sheet before starting the "Task Reminder (Import Task List)" program. Otherwise, the system will send another reminder email.

3. SQLMessenger is installed on your computer. Therefore, this feature requires SQLMessenger to remain running in order to send reminders. The system must be powered on and not in sleep mode at least between 9:00 AM and 11:00 AM each day.