Example: Send alert when human step is due

You want an alert sent to the project manager and the person a task is assigned to one day before a Human Step is due.

In the workflow used by the project (and its tasks), set an Expected Duration for each Human Step.
Create a recurrence named Daily-early-am that runs every day at 1:00 am.
Create a rule for all active tasks, selecting the following:
- A condition of If current task step is due in a particular number of days (specifying 1 day)
- An action of Email current task step events to project user(s)(specifying assignee(s) and project creator)
The rule will look like the following in the Rules Wizard:
For all active tasks, if current task step is due in 1 day(s), email current task step events to Assignee(s) and Project Creator. Execute this rule on schedule Daily-early-am.

When the rule executes, WorldServer looks at the Due Dates on each step for each active task, and when it finds steps that are due in one day, sends out emails like the following, depending on how your administrator has configured Notification Content in Management > Administration > Notification Content :

Dear Terry Translator,

The following tasks, assigned to you, have their current task steps due soon:

Project: AutomaticProject - en_US (1102)
  Task: 1
    Step: Translate
    Due Date: 6/6/07 4:40 PM
  Asset: /XML/en_US/web-toc.xml

Please contact Admin (admin@company.com) if you need help or are unable
to log into WorldServer.

and

Dear Perry ProjMgr,

The following tasks from projects that you created have their current task steps due soon:

Project: AutomaticProject - en_US (1102)
  Task: 1
    Step: Translate
    Due Date: 6/6/07 4:40 PM
  Asset: /XML/en_US/web-toc.xml

Please contact Admin (admin@company.com) if you need help or are unable
to log into WorldServer.