Automatic Reminder 2 weeks in advance of upcoming key deliverables
Can anyone suggest a way to be able to automatically remind of upcoming key deliverables by project say starting 2 weeks in advance?
Best Answer
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Happy to help!
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SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
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One way is to use a checkbox column with this column formula:
=TODAY() >= [Due Date]@row - 14
And then use a workflow to send alert on a daily basis when that checkbox is true.
But you don't want to alert people if the task is done, so add a Done checkbox and use:
=IF(Done@row = "false", TODAY() >= [Due Date]@row - 14)
Which is the same as
=IF(Done@row = "false", TODAY() >= [Due Date]@row - 14, "")
but Smartsheet does not require the FALSE part of the IF equation, but it helps some people to see it there.
But a lot of people like to add some error handling to hide errors:
=IFERROR(IF(Done@row = "false", TODAY() >= [Due Date]@row - 14, ""), "")
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Hi @Dick1939
I hope you're well and safe!
To add to James's excellent advice/answer.
Another way would be to use a Workflow to remind you two weeks before.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.
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Thanks for the helpful suggestions. Let me give it shot.
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Happy to help!
✅Please support the Community by marking the post(s) that helped or answered your question or solved your problem with 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.
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