Reminders

If a column status shows as Submitted from another column for the approver, is a reminder able to be set via the automation set up?

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Dale Callaway

    Probably, yes.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • I have 3 award levels; Manager, Director, and VP, that have 1, 2, or 3 approvers respectively. Recently there has been a lag on an approver approving the award and I've been manually emailing them a reminder via Outlook, not a reminder through Smartsheet. One of the managers has requested reminders be set up so I do not have to do that.

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