Send a link to a report to users that have tasks due that day

Cory Griffis

I'm not sure what the best work flow is for this but here is my current setup:

• I have a task list with all tasks for the duration of a project. 
• I have reports that list all tasks due within the next day or week for the "current user"
• Currently users get alerts for every task that is due on that day (multiple alerts / emails).

My goal would be to simply send a link to the report that lists tasks due today for the "current user" at 8am only if they have tasks due. Bonus points if the alert / email could identify how many tasks they have due. The ultimate goal is to reduce the number of "task due" emails to a maximum of one per day per person.

This seems like something that is possible. I just can't quite figure out how to do it. Any help would be appreciated. 

 

Andrée Starå

Hi Cory,

There is a solution!

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (sharetoo, andree@getdone.se)

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Cory Griffis

Thanks, Andrée!

I have shared a test workspace with you that includes a task list template and the reports that we use. 

Tasks get assigned to individual users at the beginning of a project, and alerts are sent for each task that is due / overdue. Again, the goal would be to just alert them when they have at least one task due on a particular day, so they can go to the "current user" report for a list of tasks. 

Andrée Starå

Excellent!

I'll take a look and get back to you soon!

Best,

Andrée

Andrée Starå

Did you get it working or do you still need help?

Have a fantastic day!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting