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.
Anonymous
shared this idea
Hello All,
We do not have this feature planned in short team and have this feature in the backlog for next year. We will consider this again next year and reach out for input and feedback.
Thanks,
Nirmal
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Anonymous
commented
Did this feature is always in your backlog ? I wait fo this option in Relay that woulb be very important to send notification before the renewal of a contract for example.
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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.