-
Month End Checklist Notifications
Hi all, I'm building out a month-end checklist for a department and they want to be reminded on Day 1 of every month to start their tasks and on Day 10 to complete their tasks. I was able to create a simple workflow that on Day 1 and Day 10 of every month, it sends them a reminder, however, they have asked if day 1 or 10…
-
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…
-
Approval request: automated reminders with ability to approve / reject
Hi all, I have sheets created with email workflow approvals, there are also email workflow reminders sent when the original request is not actioned. I am getting requested to have an approval option within reminder emails. The original approval workflow gives the requested user the ability to approve / reject from the…
-
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.
-
Why am I not getting reminders?
My reminder in smartsheet automation is set to trigger every day starting 12/05/2025 at 8am (gmt+1) and the condition is to send the reminder to the contact in the contact list if the reminder flag is set to 1 and the status is not one of DONE. Currently on the sheet, a task has the reminder flag set to 1 and the status is…
-
How do I create an automated reminder notice for items that are 25 days or more past a date?
I'm sure I'm missing something simple, but I'm having trouble creating an automated reminder that goes out when an item is 25 or more days past the completion date in my sheet. There's a report that needs to be run about a project, but it needs to be run after at least 25 days have past from the completion date. I want the…
-
Dynamic Reminder Notification
Question: I would like to automate an email notification to the assignee based on a date column, which has intervals of Monthly/Quarterly/Bi-Annually/Annual for the subsequent notification. Technical Challenges: Based on my findings, there are no direct features to support this. Automation> Alert someone Notification based…
-
Send automated email days before a date
Hello - I figured out how to send an email before a specific date but now I can't get it to only provide the information on the row with the current date. For example - I would like a reminder sent out 3 days before, then 2 days before, then 1 day before a date on the sheet. In the email I'd like the topic for that week to…
-
can you set up weekly reminders for a date that has gone in the past (off a cell in the sheet)
Im looking to set up a reminder automation that will send out reminders on a weekly basis if tasks are not completed by a certain date. In my sheet there are numerous dates and they are pulled in from formula (dynamic) meaning that i need to pull it off a specific column / cell in the sheet. although the automations allow…
-
Customize hyperlink destination in reminders/notifications
I tend to use a lot of large sheets with contributors from multiple sites interacting with the sheet through reports, and use automations to notify users when they need to input information in their report. Unfortunately, the notifications link back to the sheet itself and not to the user's report. It would be very useful…