Viewing reminders

Peta Miers

I've set up a project plan with reminders going to staff on specific dates. However, the timetable has now been changed and I need to ensure that any reminders already set up are still appropriate. Is there any way that I can view a list of all the reminders set?

Andrée Starå

Hi @Peta Miers

Yes, you can see them in the Automation section.

Menu > Automation > Manage Workflows.

Did that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Peta Miers

Unfortunately not. I suspect that is because I don't have the knowledge to progress. If I select 'manage workflows' it asks me to create one.

Andrée Starå

@Peta Miers

Strange!

What permission level do you have on the sheet?

I'd be happy to take a quick look.

Can you maybe share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@getdone.se)

Peta Miers

I'm the sheet owner, so I should be able to do anything. I'll make a duplicate copy and share with you after deleting the sensitive information. Thank you very much for offering.

Andrée Starå

@Peta Miers

Glad we got it working!

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Billie

Can you share what you did to view the reminders? I set reminders using the reminder icon in the row and now I am not able to locate those reminders. thank you

Andrée Starå

Hi @Billie

I hope you're well and safe!

Unfortunately, you can only view the Reminders on a row-by-row basis where there is a bell in the i section.

Did that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!