Timeline View Reminders

aaronh123

Hi,

When I am writing down tasks and assigning dates on the grid view, is there any possible way to send reminders on those dates from the timeline format?

Zachary Ziegler

While I don't think you can access automations from the Timeline View, you can definitely just switch back to it after assigning an automation in Grid view! I went and created a basic workflow example that would send a reminder based on the Start Date being today, and it would go to anyone you have under the Assigned To column. You could of course adjust it to be sent beforehand, or to have it go off on a different trigger like when the Finish Date is Today and the project health status is not Done. After setting this in place though, you wouldn't have to do anything further to remind anyone from the Timeline view though so you could just go back to that view and go about managing your tasks there with more peace of mind.