Sending up a recurring reminder

Buster Davis

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.

Andrée Starå

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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mzelk

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