Send update request for all tasks not done for each assigned to user
I would like to send out a weekly update request for all "not done" tasks in a sheet, to all the users in the "assigned to" field. I can see how to easily do this with a workflow, but its sending all the "not done" tasks to the users. I want it to send only the task update requests for the tasks that that user is the assigned to owner. Is there a way to do this in a single workflow, or do I need to setup a separate workflow for each assigned to user?
Comments
-
Hi Mike,
If I understand your question correctly, it can't be set up with one workflow.
I'd recommend creating and using reports instead and send that weekly.
Would that work?
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Thanks Andree... I am already sending out a report that goes to leadership and such. I want to send out the update reminders a day before I send out the report, so that they have an opportunity to do updates first. I will just have to create a separate workflow for each assigned to user. Thanks again.
-
Happy to help!
I'll get back to you if I think of something else!
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63K Get Help
- 380 Global Discussions
- 212 Industry Talk
- 442 Announcements
- 4.6K Ideas & Feature Requests
- 140 Brandfolder
- 129 Just for fun
- 130 Community Job Board
- 449 Show & Tell
- 30 Member Spotlight
- 1 SmartStories
- 305 Events
- 34 Webinars
- 7.3K Forum Archives