Regularly request updates

stephanie.blake67241 · 03/13/19

I'd like to send a weekly alert/action to remind each owner on the sheet to go into the sheet (not using a form) to make their updates. What's the best way to do this? Thanks!

Andrée Starå · 03/13/19

Hi Stephanie,

I would recommend setting it up with the help of Alerts & Actions or with a scheduled delivery as an attachment of the sheet.

Which method would you prefer?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

stephanie.blake67241 · 03/13/19

I'd like to generate some kind of alert. The email would ideally have a link to the sheet instead of a link to a form...

Andrée Starå · 03/13/19

Ok.

Recurring alerts are coming but aren' available today so I would recommend scheduling to send the sheet as an attachment or send a weekly report. It's possible to set up an alert to trigger, but it's more work to set it up.

Would that work?

Best,

Andrée

stephanie.blake67241 · 03/13/19

What if I did it manually each week? I'm trying to get an email to generate for each person shared to the sheet that takes them back to the sheet and not a form.

Andrée Starå · 03/13/19

There will be a link back to the sheet automatically included. If you'd prefer you could send it out manually, but it will probably be cumbersome because you would have to add the email addresses manually.

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? That would make it easier to help. (share too, andree@getdone.se)

Best,

Andrée

stephanie.blake67241 · 03/13/19

Sheet has been shared. I simply want to generate an email to each person shared to this sheet. It would serve as a weekly reminder for them to go into the sheet and to make their weekly updates on status, % complete, etc for the projects they own. Thanks!

Andrée Starå · 03/13/19

Hi Stephanie,

I misread your question. If the users are shared you can manually email all users or set it up to be automatic. (I've also emailed you a screenshot)

Would that work?

Best,

Andrée

Regularly request updates

Comments

Categories