Remind yourself about specific tasks

You can set up reminders at a row level or as an automation workflow.

Smartsheet sends reminders as in-app notifications, and if you enable email notifications, it also delivers reminders to your inbox.

Create row-level reminders

1. Select the bell icon  Brandfolder Image in the row action indicator column. Or, right-click the row number and select Set Reminder... 
   
   The New Reminder window appears.
   
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2. Customize the reminder date by selecting the date displayed above the calendar.

3. Choose the date you want the reminder to trigger, and select OK.
4. Select Save.

These reminders are triggered at noon in the sheet owner’s time zone.

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

Edit your reminder

1. Select the bell icon  Brandfolder Image for any row with a reminder.

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

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

• Timing: Send reminders 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.

• Reminder message: Select Edit message to create a custom message for the reminder recipient.

Reminders as an automation workflow

Viewers can't set automations; they can only set up row-level reminders.

1. Navigate to the top menu and select Automation > Create from template…
2. Choose Alert someone when specified criteria are met, then select Use template.
3. Set the trigger for the reminder. If you choose When a date is reached, you can customize the date and time when the reminder is triggered.
4. Set up any desired conditions.
5. Pick who receives the reminder in the Alert someone section.

• Choose Customize message if you want to personalize the reminder.

6. Select Save.

Learn more in the Automate processes with workflows article.