Remind yourself about specific tasks

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

Plans:

You can set up reminders as row-level reminders or as automation workflows.

Reminders are received as in-app notifications in Smartsheet, and if you have email notifications enabled, you will receive a reminder in your inbox.

Select the bell icon in the row action indicator column. Of, right-click the row number and select Set Reminder...

The New Reminder window appears.

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Customize the reminder date by selecting the date displayed above the calendar.
Select the date you want the reminder to trigger, then select OK.
Select Save.

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

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

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.

Viewers cannot set automation, they can only set up row-level reminders.

Navigate to Automation > Create from template… from the top menu.
Select Alert someone when specified criteria are met, then select Use template.
Select the reminder's trigger. If you select When a date is reached, you can customize the date and time when the reminder is triggered.
Set up any desired conditions.
Select the people who will receive the reminder in the Alert someone block.
Select customize message if you want to personalize the reminder.
Select Save.

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