Schedule automatic reports for updates

KathyH

I have project teams of 10-20 people and each are assigned tasks. On a weekly basis, I want to auto-gen a user-specific report of their task items and send a request for updates on all items.

For example, every Tues at 11 am, I'd like to have a report generate that contains all assigned items where the % Done is less than 100%. I understand how to set up the report so it gen's a list for the current user.

What I want, though, is to send that list to the Current User so s/he can see all assigned Action Items. And then s/he can log into the sheet and update the items.

Otherwise, I'd have to send emails for individual task and with a long task list, it would be a hassle.

Can this be done? Other suggestions?

 

Shaine Greenwood

Hi Kathy,

You might try setting up scheduled emails for people after you've built their report. Detaisl on this are available in our Help Center: https://help.smartsheet.com/articles/504773-sending-sheets-rows-via-email#sendsheet