Sending up a recurring reminder

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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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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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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  • mzelk
    mzelk ✭✭
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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