I’m working on a system where items are assigned a status of “new” and should be updated to “in review” once they are assigned. I want to create an automation for the following scenarios:
Tracking Unassigned Items: How can I set up a notification to alert me if an item remains in the “new” status and has not been picked up by anyone?
Monitoring “In Review” Status: For items that are in the “in review” status, how can I automate a notification or action if the item remains in this status for longer than 48 hours?
I’m Darshan Hiranandani, looking for suggestions on tools, modules, or configurations that might help with these requirements. Any advice or recommendations would be greatly appreciated!
Hi @darshanhiranandani , You can use a template automation, not a custom automation to achieve this.
Here’s an example of one that I have set up on a board. Every day at 6 AM, if the due date has passed (ensure the due date mode is enabled on the date column) and the status is not done, send a notification to the people column owner.
You could adapt the recipe to be 'every day if creation date has passed and status is new, notify you.
For the monitoring, I would suggest creating another date column (you can restrict the permission to you only for view) and then a recipe when status changes to ‘in review’ set that date to ‘today’.
Then you could have another recipe like the first where every 2 days, if that date has passed and status is in progress, notify the assignee with a reminder.
FYI It doesn’t include a time, so you would need to pivot to “2 days” rather than 48 hrs perhaps.
