Automated Reminder Status Linking

aaronh123

I am wondering if it is possible to link automated reminders to my status colors on my Gantt chart. For example, if an item is completed, it turns green; if it is due in 7 days, it turns yellow; and if it is due on the day or is overdue, it turns red. And if it is overdue, then it wont sent out the reminder.

Paul Newcome

You would use conditional formatting to adjust the colors on the Gantt chart and automations set up with similar conditions to send out the alerts.

Matt Lynn-PCG

@aaronh123 I'm a visual person myself… I like to use symbols/health indicators like this all the time. The image below is an example of how to use the symbols column to indicate the rule you outlined, and also if desired the conditional formatting Paul mentioned.

Here's the formula for that health column, it could be customized many ways.

=IF(Status@row = "Complete", "Green", IF([End Date]@row <= TODAY(), "Red", IF([End Date]@row <= TODAY(7), "Yellow")))

Lastly you can build those reminders to trigger from the health symbol also.

Paul Newcome

In Conditional Formatting, the Gantt bar color is controlled by the "Task Bar" color: