Send automatic reminder Notification on 1st Day of every month

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

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Comments

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.

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