Regular project updates

Hi @Casey DuBose (Jalubro Consulting) ,

Thanks so much for the response and the video that made it super easy to understand what to do.

This wont work as it is triggered when a 'date is reached' in your set up.

Having the date column was not part of my plan as in theory I would need to have a date column for every month and a separate workflow for each month? Unless I am missing something.

My sheet is simply a monthly update report on rows where row assignees neeed to update it durig the third week of each month. So the trigger if any is the third Monday and they have until the follwing Friday to provide the update.

If you have insight as to how I can achieve this it woudl be great. Thanks for sharing again.

Cheers

Phil

HI @Casey DuBose (Jalubro Consulting)

I was looking over your video of how to set up the regular update request. My next question is how to stop if defaulting to 'Owner'. This is because I need it to go to the 'Lead' that is a second contact column in the sheet but this does not show up.

Any help gratefully received.

Thanks