Send update request for all tasks not done for each assigned to user

Mike Collins

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?

Andrée Starå

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

Mike Collins

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.

Andrée Starå

Happy to help!

I'll get back to you if I think of something else!

Best,

Andrée