With every date field, you have the option to use just a date or to optionally use a specific time. We'll then select the date field type and name the field Reminder. The first step is to use a date field - we'll create a new one by clicking the + icon to the right of the existing fields. This article showcases the "When a record matches conditions" trigger, and one of our Google Workspace actions that "Send an Email" via a connected Gmail account. For the examples used in this article, we are using our Project Tracker template found here in our template gallery. This article walks through how to set one up using automations. There are numerous situations where setting a reminder can be helpful.
0 kommentar(er)
