Sending up a recurring reminder
I would like to send a weekly reminder out to a person assigned to the task. If the status of the task is not set to completed, I want to send out a weekly update reminder.. Is that possible and how would I go about getting it done.
Answers
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Hi Buster,
Yes, it’s possible. See below.
Make sense?
Did that work?
I hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
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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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Yes, it's possible. Go to Automation, and click to make a new workflow. At the top, you can change the trigger for the workflow. Change it to "When a date is reached."
The click "Custom" and set the cadence (once a day, once a week), etc.
Then continue on with setting your criteria.
Hope that helps.
Michele Zelk
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