Update Requests

Mark Pennisi

Can you set up an automatic update request to be sent to a person at the start, mid point, and finish date of an assigned task?

JohnHinkle

You cannot schedule them based on aspects of the sheet/row (such as dates) but you can schedule them manually for certain dates or recurring till a specified date. 

J. Craig Williams

Mark,

 

As a work-around, since you can't schedule Update Requests that way, but you could at least send Reminders.

A Reminder can be set up on a specific column date and trigger in several different timeperiods before, on, or after the date.

That would take care of your start and end reminder.

 

For the mid-point, create a new Date column for the Mid-Point date.

Use a formula to calculate the mid-point date.

 

Something like this would work for row 23

 

=WORKDAY([Start Date]23, INT(Duration23 / 2))

 

The INT() takes the duration (the work-days between start and end date), divides by 2 and rounds down.

 

The WORKDAY function adds that value to the Start Date.

 

Depending on how you want to calculate the mid-point date and how exact you want to be, there are other ways to determine it, but this will get you with a day of the mid-point by work-days.

 

Hope this helps.

 

Craig

 

 

 

 

Galen Garrison, PMP, CSM, MBA

Great suggestion, J. Craig. Thank you.