Automation to send past due notifications to members

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blake_smith_b
edited 06/09/23 in Smartsheet Basics

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

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 06/09/23 Answer ✓
    Options

    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

  • Ray Lindstrom
    Ray Lindstrom ✭✭✭✭✭✭
    edited 06/09/23 Answer ✓
    Options

    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.