Send automatic reminder Notification on 1st Day of every month

t.siddall101151

I see lots of posts on end of month, but can't find what I need, which I thought would be a common request.

I have a column with the Status of Action Items e.g. Open, Closed, Returned, Not Started etc.

On the first day of every month I want to automatically send a reminder Notification to all owners of Open and Returned Action Items, reminding them they still have an Action Item to work on.

Thanks,

Tom

 

Paul Newcome

You would set up the reminder to send on a custom occurrence and then set that to run every 1 month on day 1. See screenshot below.

Geilisa

I want to take this a step further and notify everyone in my "Project Leader" column of only their own projects that are active once a month.

So something like...

Run once a month on this day at this time,

If project status is active,

Notify Project Leader of all rows assigned to them.