Recurring Alerts
I have several dates per task that need alerts. I would like to send alerts once/week until they check done. I would also like to display the undone tasks for next 3 months on their dashboard. Once they are done, remove tasks from dashboard. Can you please help me with out to set this up?
Example
Chicago, IL Lease (Task)
1 Year until Expiration Date (Alert)
2 Years until Expiration Date (Alert)
1 Year Renewal Notice Date (Alert)
Comments
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Hi Ginny,
There are a few different ways to structure 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. (share too, andree@getdone.se)
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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