Use Automation to Assign Due Dates to Tasks in an Epic based on Time Estimate

Question

I have an Epic that has 10 tasks that are sequentially blocked by the previous task. If I assign a Start date to my epic and each task has a Time Estimate for completion can automation assign the Due date to the tasks.

I am planning on using this Epic as a template for repeatable projects that always have the same tasks and times and will be cloning the template. So for each new Epic Clone I will assign a Start Date and then expect that automation will assign the child Due Date.

Trudy P Claspill · Answer

How are you going to trigger your rule, exactly?

Are you going to use a manual trigger? A scheduled trigger? Some other type of trigger?

Also, how are you going to use the Epic and its tasks as a template? How are you going to copy them?

Regarding identifying the first task in the sequence, you need to make something about that task unique. You might put a keyword into the Summary that is not used in any other summaries for tasks in the set. You might use a custom field with a value.

Kathleen Hamilton · Answer

That is something i did not think about on how to identify the first task in the sequence. But yes I was going to trigger a rule to set the dates. Any suggestions on how to identify the 1st task?

Trudy P Claspill · Answer

Hello @Kathleen Hamilton

How do you identify the first task in the sequence of child tasks?

How are you planning to trigger the rule to set the dates?