Due Date alert?

10/24/20
Answered - Pending Review

Is there a way to send a message to someone when an action item is due in one week?


Thanks in advance.

bob

Answers

  • Chris MondeauChris Mondeau ✭✭✭✭✭

    Hi @Bob Bobo,

    One way you can do this is to create an automation with a date based trigger. To set the alert to run prior to the due date, select the "Run Once" then scroll up on the drop-down to "1 week before". The last part is to select a Date field from you sheet (in my case I called it Due). From there you can choose to enter a specific contact, or use a contact column in your sheet for a more dynamic alert.



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