Notifications

Matt McKimm

Does anyone know if you can set up a notification each day that says what tasks are scheduled to be happening on a certain project on that day?

I'm a construction manager and just need to know on a high level of where the job is meant to be at each day.

Cheers

colemant

I think if you have the projects all in different sheets, you will only be able to set it up to receive an e-mail from each project.... (interested to see what the clever people say)

Also, not answering your question directly, but

...might be easier to have a 'Today' Report. should be able to find some pretty simple ways of getting that, like...

1 report, pulls in the common fields (start, Finish, description, status) from all your projects/sheets. Filter them by status IS NOT 'Complete'.

The report options can be tightened even to only show anything with a start date within the last 10 days, fair few different options.

You just have to make sure the fields amongst projects are commonly used/spelt, otherwise you will see Start, Start Date, Work Begins.... etc so a bit of standardisation across your sheets might be needed.

Andrée Starå

Hi @Matt McKimm

I hope you're well and safe!

To add to Cole's excellent advice/answer.

I agree with Cole's suggestion of a Today report, and you can configure it to send daily as a PDF/Excel automatically, and it would include the link to the live report as well.

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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