OOO Team task tracker w/Slack reminders
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OOO Team task tracker w/Slack reminders
OOO Team task tracker w/Slack reminders

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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
3
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Task
Priority
Status
Assigned to
Due date
Days notice
Reminder date (auto)
Notes - Optional
Send reminder
Remove
Reminder message
1
Publish blog post 🚀
Not Started
Mary Jones
Sat, Jun 10, 2023
0
3
Wed, Jun 7, 2023
Pending launch day communications schedule.
Slack now
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👋 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.
2
Treat yourself to some ice cream as a token of my appreciation for all your help! 🍦
Done
Maria Marquis
Sat, Aug 19, 2023
0
3
Wed, Aug 16, 2023
Need results before sharing recommendations to our team.
Slack now
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👋 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.
3
Water my plants 🌱
In Progress
Alan Chowansky
Thu, Aug 24, 2023
0
3
Mon, Aug 21, 2023
Remember to drain the water out before putting it back in the pot so roots are happily aerated!
Slack now
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👋 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
0
1
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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