Changes

[[File:Initial Delay task.png|thumb|none|800px|Initial Delay task]]

[[File:6 week reminder to Grant Staff task.png|thumb|none|800px|6 week reminder to Grant Staff task]]

: '''Role''' → Add the role that should receive this reminder email. In this case, it is the '''Grant Staff''' user that has been assigned to record.

: You can Create a '''Default Task Connector''' to the previous task, but it is recommended to create all the tasks first and then create the connectors afterwards. In this case, the connector will need to be modified after it has been created to account for the scheduling.

: Create the '''Message template''' which would include the '''Message Type''', '''Email Template''', '''From Address''', any other '''Cc Address(es)''', '''Message Format''', '''Message Subject''', and the '''Body''' of the message. You can use variables to populate content relevant to the triggering record, such as a name or grant id.

* '''Task 3: 4 Week Reminder to Grantee'''

      This next task will be used to send out the first email reminder to '''Grantee''' about the same upcoming report that is to be filled out.

: '''Task Name → '''4 Week Reminder 

      This next task will be used to send out a second email reminder to the Grantee about the same upcoming report that is to be filled out.

: '''Task Name → '''1 Week Reminder 

      This next task will be used to send out a third email reminder to the Grantee about the same upcoming report that is to be filled out.

: '''Task Name → '''On Due Date Reminder to Grantee

      This next task will be used to send out a third email reminder to the Grant Staff about the same upcoming report that is to be filled out.

: '''Task Name → '''On Due Date Reminder to Staff