Skip to main content
Solved

Recurring Reminder w/out Setting up a Workflow???

I have to send out an invoice every month for one specific matter and I want to use the “reminder” feature to do so. 

Is there any way to set a recurring reminder every month without setting up an entire workflow for this specific task? 

Best answer by reena.jailwala

Hi ​@dcoehins - I’m on the product team here at Smokeball. I’d love to understand your ask around recurring reminders for invoices. Would you be open to a call so I can learn more about your workflow?
 
Here's my calendar link to schedule some time. Feel free to schedule for 30 minutes or more based on however much time or feedback you'd like to give.
Book here
 
Thanks,
Reena

View original

3 replies

You could probably set it as a recurring event. It wouldn’t get you a task, but you can set reminders.

    Sara Sultan
    Smokeball Team
    Forum|alt.badge.img+1

    Hello ​@dcoehins 

    I have notified the Billing Product team of your request.  For now ​@mbechtelgdwo ‘s workaround for a calendar event is probably your best bet.

    Sara Sultan (she/her), Manager, US Training Team
    Smokeball Team

    Hi ​@dcoehins - I’m on the product team here at Smokeball. I’d love to understand your ask around recurring reminders for invoices. Would you be open to a call so I can learn more about your workflow?
     
    Here's my calendar link to schedule some time. Feel free to schedule for 30 minutes or more based on however much time or feedback you'd like to give.
    Book here
     
    Thanks,
    Reena

      Terms & ConditionsAccessibility statement