Send a link to a report to users that have tasks due that day

Cory Griffis · 06/07/19

I'm not sure what the best work flow is for this but here is my current setup:

I have a task list with all tasks for the duration of a project.
I have reports that list all tasks due within the next day or week for the "current user"
Currently users get alerts for every task that is due on that day (multiple alerts / emails).

My goal would be to simply send a link to the report that lists tasks due today for the "current user" at 8am only if they have tasks due. Bonus points if the alert / email could identify how many tasks they have due. The ultimate goal is to reduce the number of "task due" emails to a maximum of one per day per person.

This seems like something that is possible. I just can't quite figure out how to do it. Any help would be appreciated.

Andrée Starå · 06/07/19

Hi Cory,

There is a solution!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (sharetoo, andree@getdone.se)

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Cory Griffis · 06/07/19

Thanks, Andrée!

I have shared a test workspace with you that includes a task list template and the reports that we use.

Tasks get assigned to individual users at the beginning of a project, and alerts are sent for each task that is due / overdue. Again, the goal would be to just alert them when they have at least one task due on a particular day, so they can go to the "current user" report for a list of tasks.

Andrée Starå · 06/07/19

Excellent!

I'll take a look and get back to you soon!

Best,

Andrée

Andrée Starå · 08/04/19

Did you get it working or do you still need help?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Send a link to a report to users that have tasks due that day

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