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SOLVED

Scheduling Workspace Projects

RYJones
Level 2
Level 2

Hello, 

If I schedule a project to deliver monthly, the 1st of every month, will it also send the project today? For example, today is 2/3. I want the project to go out today, since 2/1 has past, and to go out the 1st of every month. I set this up but none of the scheduled reports came in.

 

How do I send now and monthly.

1 Accepted Solution
amgup
Correct answer by
Level 7
Level 7

@RYJones If you want to send the file now than in workspace project you can go to Share -> Send file now option. than click on 'Send Now' .

 

If you want to schedule the file than you have to select 'Send file on Schedule' option from the same 'Share' option in workspace project. Select 'Send monthly by day of month' option from 'Frequency' section. The file will start coming from the 1st day of next month to the mentioned recipients.

View solution in original post

2 Replies
amgup
Correct answer by
Level 7
Level 7

@RYJones If you want to send the file now than in workspace project you can go to Share -> Send file now option. than click on 'Send Now' .

 

If you want to schedule the file than you have to select 'Send file on Schedule' option from the same 'Share' option in workspace project. Select 'Send monthly by day of month' option from 'Frequency' section. The file will start coming from the 1st day of next month to the mentioned recipients.

View solution in original post

RYJones
Level 2
Level 2
Yep, that's what I've been doing. A two step process. I wanted to do it in one step. Oh Well.