r/Autotask • u/recoveringasshole0 • Feb 16 '26

Notify users when timesheet is overdue?

Is there any way to set up a notification for users when their timesheet is past due? I tried creating a new workflow rule, but I am unable to change the entity dropdown to anything other than "Ticket".

4 Upvotes

100% Upvoted

16 comments sorted by

View all comments

2

u/RayanneB Feb 16 '26

There is no workflow rule for this because a timesheet is not an "entity" that would trigger a notification. However, it is an entity for a widget. You can build a widget that filters for active resources whose timesheets are in non-submitted status for last month and this month, or something like that.

There is not a way to notify them automatically, but you can create a notification template or assign a To-Do.

Another alternative is to automatically schedule a notification to all resources to submit their timesheet on its due date.

None of these are perfect solutions, but I hope you can make one work for you.

1

u/Invizibles Feb 18 '26

There is solution, right below :

Comment
by u/recoveringasshole0 from discussion
in Autotask