Reminder to do something after so many days

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Hello -


I am trying to write an automation with a delay in it. Specifically, when a card/task gets moved to completed, I am auto filling in the date it was completed. I am hoping to reminded to follow up with the person 6 months after the work was completed to see if it really met their needs or if there was any more I could do to support them.


Any way to do this?

Answers

  • SmartWay360
    SmartWay360 ✭✭✭✭
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    Hi,

    you can create "helper" column, where you`ll calculate the date when the notification should be sent: =[Completion Date]@row + 180. Then you`ll use this field to trigger the notification workflow when the date is reached.

    Best,

    Beata