Notifications

Options

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

Answers

  • colemant
    Options

    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
    Andrée Starå ✭✭✭✭✭✭
    Options

    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

    Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!

    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.