Learn how to use the Task Reminder workflow trigger in GHL Customer Care to automate task notifications, improve deadline management, and streamline task-related workflows.
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The Task Reminder workflow trigger in GHL Customer Care allows you to automate actions based on upcoming or overdue task reminders. This trigger helps teams stay organized, ensures deadlines are not missed, and reduces manual work by activating workflows at key moments before or after a task’s due date.
The Task Reminder trigger activates a workflow when a reminder is scheduled in relation to a task’s due date. It ensures tasks receive timely attention by allowing automation to run before or after a due date. This is helpful for notifying users, escalating important deadlines, or updating task statuses automatically.
The trigger requires a task with a due date. If a task is completed and if it matches the trigger condition, it would fire the workflow and if it's deleted before the reminder time, the trigger will not fire. If a task’s due date changes, the reminder timing adjusts based on the new date.
Key Benefits of the Task Reminder Trigger
These benefits help explain how the trigger supports automation, improves efficiency, and enhances task management across teams.
Automated reminders: Reduce manual follow-up by triggering workflows before or after a task is due.
Better deadline management: Keep users informed about important upcoming or overdue tasks.
Flexible timing: Choose whether the workflow runs before or after the task due date.
Improved internal communication: Use workflow actions to notify team members or update task records automatically.
Reduced missed deadlines: Ensure tasks don’t go unnoticed when they’re nearing due dates or become overdue.
Task Reminder Trigger Filters
Filters determine the exact timing of when the workflow should run in relation to a task’s due date. Understanding these options helps you configure reminders based on your team’s workflow needs.
Available Filters
After no. of days
Triggers the workflow a set number of days after the task’s due date.
Useful for overdue task follow-ups or escalation workflows.
Before no. of days
Triggers the workflow a set number of days before the task’s due date.
Ideal for advance notifications or internal reminders.
How to Set Up the Task Reminder Trigger
Follow these steps to correctly configure the trigger and ensure your workflow activates at the right time.
Open Automation
Go to the Automation section in your GHL Customer Care account to view all existing workflows. In the top-right corner, click Create Workflow to begin building a new automation.
Open Automation (image 1 of 6)What this shows Go to the Automation section in your GHL Customer Care account to view all existing workflows.What this showsIllustrates the "Open Automation" section of "Workflow Trigger - Task Reminder".This screenshot appears in the "Open Automation" section of "Workflow Trigger - Task Reminder". The text alongside this image reads: Go to the Automation section in your GHL Customer Care account to view all existing workflows. In the top-right corner, click Create Workflow to begin building a new automation. Immediately after, the guide continues: In the workflow builder, locate the starting point where triggers are added. Click Add New Trigger to choose the event that will enroll contacts into the workflow.Image 1 of 6Where to goGo to the Automation section in your GHL Customer Care account to view all existing workflows. In the top-right corner, click Create Workflow to begin building a new automation.
Buttons and menus referencedAutomationCreate Workflow
Next stepIn the workflow builder, locate the starting point where triggers are added. Click Add New Trigger to choose the event that will enroll contacts into the workflow.
Add New Trigger
In the workflow builder, locate the starting point where triggers are added. Click Add New Trigger to choose the event that will enroll contacts into the workflow.
Add New Trigger (image 2 of 6)What this shows In the workflow builder, locate the starting point where triggers are added.What this showsIllustrates the "Add New Trigger" section of "Workflow Trigger - Task Reminder".This screenshot appears in the "Add New Trigger" section of "Workflow Trigger - Task Reminder". The text alongside this image reads: In the workflow builder, locate the starting point where triggers are added. Click Add New Trigger to choose the event that will enroll contacts into the workflow. Immediately after, the guide continues: From the trigger list, scroll until you locate Task Reminder under task-related triggers. Select it to build a workflow that activates based on upcoming or overdue task reminders.Image 2 of 6What to chooseIn the workflow builder, locate the starting point where triggers are added. Click Add New Trigger to choose the event that will enroll contacts into the workflow.
Buttons and menus referencedAdd New Trigger
Next stepFrom the trigger list, scroll until you locate Task Reminder under task-related triggers. Select it to build a workflow that activates based on upcoming or overdue task reminders.
Select Task Reminder
From the trigger list, scroll until you locate Task Reminder under task-related triggers. Select it to build a workflow that activates based on upcoming or overdue task reminders.
Select Task Reminder (image 3 of 6)What this shows From the trigger list, scroll until you locate Task Reminder under task-related triggers.What this showsIllustrates the "Select Task Reminder" section of "Workflow Trigger - Task Reminder".This screenshot appears in the "Select Task Reminder" section of "Workflow Trigger - Task Reminder". The text alongside this image reads: From the trigger list, scroll until you locate Task Reminder under task-related triggers. Select it to build a workflow that activates based on upcoming or overdue task reminders. Immediately after, the guide continues: After selecting Task Reminder, enter a clear and descriptive trigger name, such as Task Due Date Reminder. Naming your trigger helps you quickly identify its purpose when managing multiple workflow triggers.Image 3 of 6What to chooseFrom the trigger list, scroll until you locate Task Reminder under task-related triggers. Select it to build a workflow that activates based on upcoming or overdue task reminders.
Buttons and menus referencedTask Reminder
Next stepAfter selecting Task Reminder, enter a clear and descriptive trigger name, such as Task Due Date Reminder. Naming your trigger helps you quickly identify its purpose when managing multiple workflow triggers.
Name the Trigger
After selecting Task Reminder, enter a clear and descriptive trigger name, such as Task Due Date Reminder. Naming your trigger helps you quickly identify its purpose when managing multiple workflow triggers.
Name the Trigger (image 4 of 6)What this shows After selecting Task Reminder, enter a clear and descriptive trigger name, such as Task Due Date Reminder.What this showsIllustrates the "Name the Trigger" section of "Workflow Trigger - Task Reminder".This screenshot appears in the "Name the Trigger" section of "Workflow Trigger - Task Reminder". The text alongside this image reads: After selecting Task Reminder, enter a clear and descriptive trigger name, such as Task Due Date Reminder. Naming your trigger helps you quickly identify its purpose when managing multiple workflow triggers. Immediately after, the guide continues: In the trigger configuration area, click the Select dropdown under Filters to open the list of available reminder timing options. These filters allow you to define exactly when the reminder should activate the workflow.Image 4 of 6What to fill inAfter selecting Task Reminder, enter a clear and descriptive trigger name, such as Task Due Date Reminder. Naming your trigger helps you quickly identify its purpose when managing multiple workflow triggers.
Buttons and menus referencedTask ReminderTask Due Date Reminder
Next stepIn the trigger configuration area, click the Select dropdown under Filters to open the list of available reminder timing options. These filters allow you to define exactly when the reminder should activate the workflow.
Open Filter Options
In the trigger configuration area, click the Select dropdown under Filters to open the list of available reminder timing options. These filters allow you to define exactly when the reminder should activate the workflow.
Open Filter Options (image 5 of 6)What this shows In the trigger configuration area, click the Select dropdown under Filters to open the list of available reminder timing options.What this showsIllustrates the "Open Filter Options" section of "Workflow Trigger - Task Reminder".This screenshot appears in the "Open Filter Options" section of "Workflow Trigger - Task Reminder". The text alongside this image reads: In the trigger configuration area, click the Select dropdown under Filters to open the list of available reminder timing options. These filters allow you to define exactly when the reminder should activate the workflow. Immediately after, the guide continues: Choose either Before no. of days or After no. of days depending on when you want the workflow to run in relation to the task due date. Enter the number of days, then click Save Trigger to apply your settings.Image 5 of 6What to chooseIn the trigger configuration area, click the Select dropdown under Filters to open the list of available reminder timing options. These filters allow you to define exactly when the reminder should activate the workflow.
Buttons and menus referencedSelectFilters
Next stepChoose either Before no. of days or After no. of days depending on when you want the workflow to run in relation to the task due date. Enter the number of days, then click Save Trigger to apply your settings.
Save Trigger
Choose either Before no. of days or After no. of days depending on when you want the workflow to run in relation to the task due date. Enter the number of days, then click Save Trigger to apply your settings.
Save Trigger (image 6 of 6)What this shows Choose either Before no.What this showsIllustrates the "Save Trigger" section of "Workflow Trigger - Task Reminder".This screenshot appears in the "Save Trigger" section of "Workflow Trigger - Task Reminder". The text alongside this image reads: Choose either Before no. of days or After no. of days depending on when you want the workflow to run in relation to the task due date. Enter the number of days, then click Save Trigger to apply your settings. Immediately after, the guide continues: Q. Does the trigger work without a task due date?Image 6 of 6What to fill inChoose either Before no. of days or After no. of days depending on when you want the workflow to run in relation to the task due date. Enter the number of days, then click Save Trigger to apply your settings.
Buttons and menus referencedBefore no. of daysAfter no. of daysSave Trigger
Next stepQ. Does the trigger work without a task due date?
Frequently Asked Questions
Q. Does the trigger work without a task due date?
No. A due date is required for reminder timing.
Q. Does the reminder fire if the task is completed early?
Yes. The trigger will run for completed tasks if it matches the criteria.
Q. Can I set both a “Before” and “After” reminder?
Yes. Each will trigger separately based on the timing entered.
Q. Does changing a task’s due date affect the reminder?
Yes. The reminder recalculates based on the updated due date.
Q. Will the trigger fire if the task is deleted?
No. Deleted tasks do not trigger workflows.
Q. Does this trigger notify the assigned user automatically?
Only if you add workflow actions that send notifications.
Q. Will reassigning the task change how the reminder behaves?
