Repeated reminders for no response to update request
Hello, is there a way to set up notification for reminding the update owners to complete their updates until they are done? For example, the due date is 12/10 and the update owner hasn't updated the status. I would like to send them daily reminders until they have changed the due date and/or update the status.
Best Answer
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Yes! You could set up an automation that's triggered by a date (ex. every day)...
Then use Condition Blocks in your workflow to filter what to send.
Then every day the workflow will check to see if the Due Date column either has a Due Date that's Today or in the Past, but the Status is not Complete. This way your users will either need to push the date forward or change the Status to Complete.
Let me know if this makes sense and will work for you!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now
Answers
-
Yes! You could set up an automation that's triggered by a date (ex. every day)...
Then use Condition Blocks in your workflow to filter what to send.
Then every day the workflow will check to see if the Due Date column either has a Due Date that's Today or in the Past, but the Status is not Complete. This way your users will either need to push the date forward or change the Status to Complete.
Let me know if this makes sense and will work for you!
Cheers,
Genevieve
Join us at Smartsheet ENGAGE 2024 🎉
October 8 - 10, Seattle, WA | Register now -
Thanks Genevieve, this is exactly what I was looking for.
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