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

05/16/19 Edited 12/09/19

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?

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  • Andrée StaråAndrée 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

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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 StaråAndrée Starå ✭✭✭✭✭

    Happy to help!

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

    Best,

    Andrée

    SMARTSHEET PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

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