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Sending reminders to assigned techs

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Mike Jensen
Mike Jensen ✭✭
edited 12/09/19 in Archived 2016 Posts

Can I send reminders on items that are nearing a due date that has not been marked as completed yet?

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  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
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    Mike,

     

    Yes, best if the sheet is shared to them

     

    Use the Reminder (under Alerts) feature.

    You can have the reminder to a contact list column type (like "Assigned To") on a date column type (like "Start Date" or "Due Date") with a time before or after the date.

     

    Hope this helps


    Craig 

  • Mike Jensen
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    But will this only email them if it is not completed yet? My understanding is that setting it up this way, the assigned individual would get it even if checked complete. Can you confirm that for me?

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭
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    Mike,

     

    You are right.

    Add a "Reminder" column (date type) and have this formula:

     

    =IF(Done23, "", [Due Date]23)

     

    for row 23 with a checkbox column named "Done", copy that to the rest of the column.

     

    Sorry about that.

     

    Craig

     

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