Create Relay Tasks based on dates defined in metadata
We would like to create tasks based on dates that have been assigned to the document through metadata. For example a task would be created on September 20 if that date was specified in metadata. We have several scenarios where documents "expire" and we need to renew them. These dates are variable based on when the original document is loaded into Box.
23
votes
Anonymous
shared this idea
-
Anonymous
commented
This option would be helpful to allow tasks to be set as reminders on documents like contract review in preparation for cancelation or renewal, scheduled payments, review of policy, procedure, knowledge documents for accuracy and relevancy, as well as instructions for scheduled audits/compliance-related tasks.