Automation to send past due notifications to members
Hi All!
I hope someone can help me create a (functioning!) automation. I need Smarsheets to send a daily notification to task owners, if the task is marked past due. Currently, I have been able to create an automation that will alert owners when a task becomes past due; however, this is a one-time notification.
I've included a screenshot below. Any assistance would be greatly appreciated!
Blake
Best Answer
-
In the Trigger section, select "When a date is reached",
Then select "Custom" for when to run the automation, and select "Repeat Every" and choose 1 Day.
Then select your Conditions. For yours, you can say "Where Past Due?", and select "is one of", then choose "Past Due"
Example below.
Answers
-
In the Trigger section, select "When a date is reached",
Then select "Custom" for when to run the automation, and select "Repeat Every" and choose 1 Day.
Then select your Conditions. For yours, you can say "Where Past Due?", and select "is one of", then choose "Past Due"
Example below.
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 64.6K Get Help
- 433 Global Discussions
- 136 Industry Talk
- 465 Announcements
- 4.9K Ideas & Feature Requests
- 143 Brandfolder
- 147 Just for fun
- 63 Community Job Board
- 466 Show & Tell
- 32 Member Spotlight
- 2 SmartStories
- 298 Events
- 36 Webinars
- 7.3K Forum Archives