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Update Requests

Mark Pennisi
edited 12/09/19 in Archived 2015 Posts

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
    JohnHinkle ✭✭✭✭✭✭
    edited 12/18/15

    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
    J. Craig Williams ✭✭✭✭✭✭
    edited 12/21/15



    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.







  • Galen Garrison, PMP, CSM, MBA
    edited 02/07/17

    Great suggestion, J. Craig. Thank you.

This discussion has been closed.