OOO Team task tracker w/Slack reminders

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OOO Team task tracker w/Slack reminders

How to set up

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Start by making a copy of this template

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Make a copy of this template

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Assign new task

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Task

Priority

Status

Assigned to

Due date

Days notice

Reminder date (auto)

Notes - Optional

Send reminder

Remove

Reminder message

Publish blog post 🚀

Not Started

Mary Jones

Sat, Jun 10, 2023

Wed, Jun 7, 2023

Pending launch day communications schedule.

Slack now

👋 Hey Mary,

Friendly reminder that the *Publish blog post 🚀* task is due in *3 DAYS*.

Don’t forget to update the status to reflect any progress! Thanks so much for your help.

Treat yourself to some ice cream as a token of my appreciation for all your help! 🍦

Done

Maria Marquis

Sat, Aug 19, 2023

Wed, Aug 16, 2023

Need results before sharing recommendations to our team.

Slack now

👋 Hey Maria,

Friendly reminder that the *Treat yourself to some ice cream as a token of my appreciation for all your help! 🍦 * task is due in *3 DAYS*.

Don’t forget to update the status to reflect any progress! Thanks so much for your help.

Water my plants 🌱

In Progress

Alan Chowansky

Thu, Aug 24, 2023

Mon, Aug 21, 2023

Remember to drain the water out before putting it back in the pot so roots are happily aerated!

Slack now

👋 Hey Alan,

Friendly reminder that the *Water my plants 🌱* task is due in *3 DAYS*.

Don’t forget to update the status to reflect any progress! Thanks so much for your help.

There are no rows in this table

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Step 1 | Add and assign tasks

Add the tasks and any relevant details, such as Priority, Assigned to, Due date, and Days advanced notice (number of days to be reminded before due date). By default, the doc automation is set up to detect and send Slack messages every day at 9am PST, on due dates and reminder date (3 days in advance), but, you can change these defaults in the Automation settings or in the Reminder date or Due date alert column properties.

Learn more »⁠

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Step 2 | Set up Slack notifications & automations

Connect the Slack pack:

Click Explore in the top right of this page, select Packs & Import, then select Slack, then Settings. To send notifications from your Slack account as a DM, set this up to use your Private account.

Learn more »⁠

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Set up a automated Slack messaging:

This doc lets you manually Send all Slack notifications or set Coda up to automatically send the notifications on your behalf you. To do this, click the Settings (gear icon) at the top right of the doc, then click Automations to turn on ‘Run auto-reminders’. When setting up the automation, choose Take actions as {your name} (not the default setting, Take actions as Automation Bot).

Learn more »⁠

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Step 3 | Customize personal note (optional)

Add a few task Notes and customize the personal note so your team feels appreciated!

Replace and update the personal note

Replace and update the personal note

Don’t forget to update the status to reflect any progress! Thanks so much for your help.

There are no rows in this table

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Preview sample Slack message

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👋 Hey Maria - Friendly reminder that the ‘Publish blog post’ task is due in 3 days. Don’t forget to update the status to reflect any progress! Thanks so much for your help.

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