Set auto reminder emails to be sent out 3 days before the finish date

akateridge

I'm using a Gannt view spreadsheet and creating a timeline for event work. I'm trying to figure out how to set an automation that will send an email reminder to the contact in the "Assigned To" column 3 days before the "Finish" date column. I've read a few support blogs and I'm not finding anything to help!

 

Anyone know how to do this?

Andrée Starå

Hi,

Yes, you can set it up under Alerts & Actions - Set a Reminder - Choose three days before.

I hope this helps you!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

akateridge

Does this remind everyone? Or does this just remind the creator. Does it only remind the person the task is assigned to?

 

akateridge

Wow I figured it out!

 

Thank you!

Andrée Starå

Happy to help!