How to Create a workflow for sending mail for incompleted task

Bharathi Paulraj 21 Reputation points
2022-08-20T17:24:29.67+00:00

I have created one task list.In that list Status,Assigned To, Task column is there.one month time period will be given for every task from created date.If the status column is not changed as completed within one month , the assigned to person should get the mail with the task name and "your task is not completed".
How to create workflow for that using sharepoint designer.I am using sharepoint designer 2010,sharepoint 2016 onpremise.

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  1. Jing Sun_MSFT 941 Reputation points
    2022-08-22T09:42:23.247+00:00

    Hi @Bharathi Paulraj ,
    According to your needs, I create a workflow as an example for your reference.

    1. add 1 month to start Date as a variable time

    233449-image.png
    233474-image.png

    2.set condition for sending mails

    If variable time equals to today, and the status is not equals to completed, send emails to people who are assigned to the task.
    Select the variable time equals to current date(today)
    233475-image.png
    Set current item: task status not equals to completed
    233400-image.png

    3.send email to target people

    click the action button, choose send an Email. Then select workflow for a user -> add -> current item: assign to
    233492-image.png

    4.edit your email content

    person would get the mail with the task name and "your task is not completed".
    [%Current Item:Task Name%]your task is not completed.
    233450-image.png

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  2. Bharathi Paulraj 21 Reputation points
    2022-08-24T10:51:58.03+00:00

    Hi JingSun-MSFT,
    Thanks for your reply.I have doublts.
    I gave add 1 day to start date for checking purpose.In Assigned To column i gave my name.But i did not get the mail.
    After the mentioned steps i have checked start workflow automatically when an item is created.
    Then i saved and published. In list my workflow name is also coming along with other columns.After creating the list item
    in that column nothing is storing.In edit item my workflow is having 2 drop down(task,Workflow Task(Sharepoint 2013)).
    Anything i have to select?
    Can you just tell what is the issue?

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  3. Jing Sun_MSFT 941 Reputation points
    2022-08-26T01:56:11.267+00:00

    Hi, @Bharathi Paulraj ,
    Owing to lacking loop in the workflow above, the flow only run once when an item is created. I added loop action in the workflow and it may meet your requirement now.
    An example for your reference:
    235091-image.png

    If the answer is helpful, please click "Accept Answer" and kindly upvote it. If you have extra questions about this answer, please click "Comment".
    Note: Please follow the steps in our documentation to enable e-mail notifications if you want to receive the related email notification for this thread.