Automatic Reminder 2 weeks in advance of upcoming key deliverables

Dick1939

Can anyone suggest a way to be able to automatically remind of upcoming key deliverables by project say starting 2 weeks in advance?

Andrée Starå

@Dick1939

Happy to help!

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James Keuning

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, ""), "")

Andrée Starå

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

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Dick1939

Thanks for the helpful suggestions. Let me give it shot.

Andrée Starå

@Dick1939

Happy to help!

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