Reminding a user every 30 days to complete the task in SharePoint

Question

I am using SharePoint features "out-of-the-box" only and require to repeatedly email the client every 30 days to remind him/her to respond to the customer care.

The customer care user will hit the complete task button once the client contacts him/her.

The task is intended for customer care user and not the client and he is not part of the system, but requires to be emailed when this particular task is in waiting.

This needs to be done without coding and using as much out-of-the-box features as possible. I am using Feedback task process in this step.

P.s. I am unable to find a solution on the internet.

Answer 1

I figured out a solution. The solution to this problem is:

1. Right click on the Task Process (the Feedback process in this case) and click on Properties.
2. In the properties window locate Parameters for "[Feedback]" section.
3. Set OverDueRepeat as Monthly to set the 30 days-ish period.
4. Set OverDueRepeatTimes as -1 so that it sets as infinity and repeats overdue action until task is completed.
5. Then again in the properties window locate Parameters for "[these users]" section.
6. Set Duration as 1, and DurationUnit as Monthly for 30 days over due trigger.
7. Then navigate inside the Feedback process and click Change the behavior of a single task.
8. Locate When a Task Expires step.
9. Add an Email action in that step to be sent to the Client.

This was my solution to this problem while confining to out-of-the-box requirements.