Applies to

Smartsheet
  • Pro
  • Business
  • Enterprise

Capabilities

Who can use this capability

You must be a licensed Owner, Admin, or Editor-level permission on the sheet to create workflows.

Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient.

Learn about workflow permissions.

Remind yourself about specific tasks

With row-level reminders, you can alert yourself or others about specific tasks in your sheet. 

PLANS

  • Smartsheet
  • Pro
  • Business
  • Enterprise

Permissions

You must be a licensed Owner, Admin, or Editor-level permission on the sheet to create workflows.

Users with Editor-level permissions can only create, edit, or delete alerts or reminders with themselves as the recipient.

Learn about workflow permissions.

Create row-level reminders

  1. Select the bell icon  in the row action indicator column. If you have never set a reminder before, right-click the row number and select Set Reminder... from the context menu.

    The New Reminder window appears.

    New Reminder window.

  2. Customize the reminder and select Save.

Any row with a reminder has the bell icon in the Row Action Indicators column.

Edit your reminder

To edit to existing reminders, select the bell icon for any row that already has a reminder. 

Reminders window to make changes.

In the Reminders window, you can delete or edit reminders using the following fields:

  • Recipient: Select the contact or column name associated with the current recipient.

  • Timing: Send the reminder before, on, or after the specified date.

  • Date Trigger: Select the date button to change the specific date or date column that drives the reminder.

  • Custom Message: Select Edit message to create a custom message for the recipient of the reminder.

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