Reminder Notification

TW1127
TW1127 ✭✭
edited 07/05/23 in Smartsheet Basics

Hi , i would like to see how can we setup reminder on fixed month and date every year.

Best Answer

  • Kaveri Vipat
    Kaveri Vipat ✭✭✭✭✭✭
    edited 07/05/23 Answer ✓

    Hi @TW1127

    You can set an automation workflow for this, select reminder automation, and set the month and date for each year, please refer to the image. If required can customize as per the requirement.

    I hope this works for you!

    Thanks,

    Kaveri Vipat

    Senior Associate - Smartsheet Development, Ignatiuz Software

    2023 Core Product Certified

    Did this answer help you? Show some love by marking this answer as "Insightful💡" or "Awesome❤️" and "Vote Up⬆️"

Answers

  • Kaveri Vipat
    Kaveri Vipat ✭✭✭✭✭✭
    edited 07/05/23 Answer ✓

    Hi @TW1127

    You can set an automation workflow for this, select reminder automation, and set the month and date for each year, please refer to the image. If required can customize as per the requirement.

    I hope this works for you!

    Thanks,

    Kaveri Vipat

    Senior Associate - Smartsheet Development, Ignatiuz Software

    2023 Core Product Certified

    Did this answer help you? Show some love by marking this answer as "Insightful💡" or "Awesome❤️" and "Vote Up⬆️"

  • TW1127
    TW1127 ✭✭

    Thanks Everyone !