Send an Update Request at a Specific Time on a Specific Day

RebSchr
RebSchr ✭✭✭✭✭
edited 12/09/19 in Smartsheet Basics

I have read several post regarding the ability to control an update request / timing.Β  I have tried this multiple ways.

1) Created a FormΒ - I struggled with the team picking the correct date (this was necessary). I setup a Outlook Calendar Reminder weekly so it wouldΒ  remind them at a specific time.Β  When they submitted the update, I then had it add the information as a new row.Β  This was notΒ easy to see who was missing and I would rather have the full list of team members already on the sheet.Β 

2) Request an UpdateΒ - I scheduled these weekly -Β HOWEVER, the update request are coming between 12:00am andΒ  6:00am on my trigger date.Β  These alerts areΒ waking upΒ my engineers who monitor their emails for potential system alerts.Β  I even suggested that they create a rule in Outlook to move it to a specific folder so that it did not disturb them.Β 

3) Alert & Reminders - I created reminders for them to update the sheet with their schedule. Even with the link, they preferred something that was easier to update. Β They liked Option 2's format.

4) Send update request - set specific date and time of request.Β This did solve for theΒ  timing, HOWEVER, I would need to set these update requestsΒ for each row in my sheet, for each team member. 35 Team Members X 52 Weeks in a year = 1820 manual update requests that I wouldΒ  need to add.

Any other suggestions, tips, tricks, thoughts?Β 

Sample.JPG

Tags:
· Share on FacebookShare on Twitter

Comments

Categories

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video