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Scheduling automatic reminders for Proof reviewers
Here is a way to create reminders for Proof reviewers. This solution will: Send a reminder 5 days after the initial invite, if no one has responded to a Proof review request. Send a reminder 5 days after the last reminder, if no one has responded to a Proof review. Reset when a new Proof version is created. Some useful…
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Proof Reminders that contain a link to the proof
Currently we can setup reminders for the approval of a proof or other details around a proof, but there is not a way to send a reminder to a person and have the reminder contain a link to the proof. It would be similar to the current notification that goes out when an approval is setup for a proof.
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ADVICE ON A USE-CASE: REQUEST FOR PRICING, QUOTE, APPROVAL, PLACE PO, NOTIFY
We need a sheet or maybe Dashboard / Report / Sheets to accomplish this with our customers. It's a current process we do via email, and want to move it to within Smartsheet. Here are the steps, and am seeking advice on the best process: Via a Shared smartsheet (editor-can share, 3rd party outside of our organization), the…
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Can I set a recurring event and reminder in Smartsheet?
I have a project plan that I am working on that requires certain tasks to be completed weekly, monthly, or quarterly. Is there a formula or automation that can be used to make a task recurring?
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Automation Help - Alert e-mail with attachments
Hello! I have set up an automation for a sheet so that when a contract is executed. When there is a request for a new contract, an employee completed a form that includes attachments. The completed form adds to the sheet, and another employee begins work on the contract. The employee adds the date to the sheet that the…
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Reminder to do something after so many days
Hello - I am trying to write an automation with a delay in it. Specifically, when a card/task gets moved to completed, I am auto filling in the date it was completed. I am hoping to reminded to follow up with the person 6 months after the work was completed to see if it really met their needs or if there was any more I…
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Assistance Needed: Setting Up an Alert in Smartsheet for Unassigned Audits
I'm currently working on optimizing our workflow in Smartsheet and could use some guidance on setting up a specific alert mechanism. Our team manages incoming audit requests through Smartsheet, and we're looking to improve our response time for these requests. If an audit hasn't been assigned within an hour of its arrival,…
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Merged: Ability to set recurring task reminders AT ONCE!
This discussion has been merged.
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Reminders
I have a sheet which is used by several members of the team. Is it possible to find out how many reminders are set for a particular date? This would help manage workflow in the office. Thanks in advance
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Is it possible to add a worflow action to create a reminder on a date in the future?
We have a form for orders to be submitted. Rather than having to manually access the sheet and create a reminder, I would like to have a reminder triggered automatically, 3 days after the order was submitted. I don't see a way to do that. Thanks.
