Reminders can be set on any row in Smartsheet or on an entire sheet.
Row Reminders
- To set a reminder on a specific row, right click on the row number and select "Set Reminder" from the menu
- By default, the reminder is set for you. Sheet owners/admins can also set reminders for other people who have been shared the sheet by clicking on the me link in the reminder sentence. Another option is to set the reminder for whoever has been entered into a contact list column type such as Assigned To for that row.
- By default, the row reminder is set to be triggered on a specific date. Click on the on link in the reminder sentence to set the reminder to be set a certain number of days before or after the chosen date. Click on the underlined date to select a different date or to select a date column in the sheet (e.g, send me a reminder 2 days before the Due Date).
- A reminder email will be sent that includes the information on the row in the body of the email.
Sheet Reminders (Alerts tab)
- You can set a reminder on the sheet in the Alerts tab at the bottom of the sheet. For example, you can set a reminder to email the Assigned to person for a task 2 days before the due date on the task. The advantage of a sheet level reminder is that it will be set for any new row added to the sheet that meets your reminder criteria.
- The Alerts tab displays a summary list of all reminders on a sheet, those set on the sheet and those seton individual rows.
