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.



  • 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
    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!


    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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