Best way to create a gantt for compliance tracking?

So I am working on verifying around 2500 addresses for compliance of an ordinance. The plan is to send them an email, wait a week and then send them a mailer and they have two weeks from us sending the mailer to reply. Going to do this in batches of 25 addresses at a time.

So I need a way to keep track of which addresses are in which stage of the outreach process. It would be ideal if I input the date I sent the mailer and the sheet auto-populates the "end-date" for two weeks later.

Another part of this project is collecting responses through a form but I think I will post a different question about automating those once I get this built.

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Angiulo

    I hope you're well and safe!

    You could trigger a workflow that sends them an Update Request, store the date it was sent, and then have it sent again in two weeks.

    Make sense?

    Would that work/help?

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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