Periodic Reminders/Notifications
Hi everyone,
I've created a spreadsheet to track directives. In meetings we will often say a specific group needs to accomplish X by X date. Sometimes we will ask a group to report to us weekly/bi-weekly/monthly/quarterly/annually.
I currently have my smart sheet laid out as following: Date Issued - Due Date - Reporting Frequency (among others, but these are the relevant columns)
My question is, how can I set up a automation that says when reporting frequency is "weekly" send a reminder to X when it is X days before the date (Ex. reporting frequency is weekly, due every Friday by 1:00 pm. Send reminder to group everyday Wednesday - until status column = complete). Of course I would apply the same logic to monthly, bi-weekly, quarterly reporting frequencies as well but with different set reminder dates.
Thanks
Answers
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You’d add the different recurrence options to the Workflow(s).
Make sense?
Would that work/help?
I hope that helps!
Be safe and have a fantastic day!
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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