Can you assign a form as a task?

FEM · 08/01/24

I would like to set automations to track the completion of a form and send reminders if it is not done. Is there any way to do this?

Paul Newcome · 08/01/24

In that case, you would take this list (on a separate sheet) and insert a column with a formula containing cross sheet references. You would use a COUNTIFS to generate a count for each person then set up an alert automation from this list sheet that provides a link to the form and triggers on a recurring basis with the condition being that the count is zero.

Paul Newcome · 08/01/24

Do you have a comprehensive list of everyone that should be filling out the form?

FEM · 08/01/24

Yes!

FEM · 08/01/24

https://community.smartsheet.com/discussion/comment/447366#Comment_447366

Yes!

Paul Newcome · 08/01/24

In that case, you would take this list (on a separate sheet) and insert a column with a formula containing cross sheet references. You would use a COUNTIFS to generate a count for each person then set up an alert automation from this list sheet that provides a link to the form and triggers on a recurring basis with the condition being that the count is zero.

FEM · 08/02/24

this worked perfect, thank you!

Paul Newcome · 08/02/24

Happy to help. 👍️

Can you assign a form as a task?

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