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Mary Jones
Maria Marquis
Alan Chowansky
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How to set up
Start by making a copy of this template
Make a copy of this template
Assign new task
3
Task
Priority
Status
Assigned to
Due date
Days notice
Reminder date (auto)
Notes - Optional
Send reminder
Remove
Reminder message
Publish blog post 🚀
Not Started
Sat, Jun 10, 2023
0
3Wed, Jun 7, 2023
Pending launch day communications schedule.
Slack now
👋 Hey Mary,
Treat yourself to some ice cream as a token of my appreciation for all your help! 🍦
Done
Sat, Aug 19, 2023
0
3Wed, Aug 16, 2023
Need results before sharing recommendations to our team.
Slack now
👋 Hey Maria,
Water my plants 🌱
In Progress
Thu, Aug 24, 2023
0
3Mon, 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,
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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.
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.
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).
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
Don’t forget to update the status to reflect any progress! Thanks so much for your help.
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Preview sample Slack message
👋 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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