Automated planning for a project

Shelley Barendregt

Hi!

I'm helping a client set up a board in which she has put all the tasks for big project across all different phases. At the start of a project, there's always the same time planning. So phase 1 has to be done by X weeks, phase 2 by Y weeks, etc. Ideally, I'd like to set up an automation that when she puts the start date in the board, automatically it calculates all the due dates (so X days after the start for every card, with differing amount of days) and puts them on every card.

For example, if I put in a start date of 14 July, and task A has to be done 3 days after that and task B 6 days after that, it would say:

Start date 14 July
Task A due date 17 July
Task B due date 20 July

Is this possible and if so, how do I approach setting up Butler?

Thanks in advance!

Best,

Shelley

Iain Dooley

@Shelley Barendregt One thing you can do is link your "child" tasks to your "parent" tasks, then when you add a due date to a child task set the date on the parent task minus some period based on a label indicating how long the child will take -- this allows you to set up your structure, copy it to a new board, then set the date on the final deliverable and how all the due dates for previous tasks flow backwards:

You can use different labels to indicate tasks that take a week, a day, a month and so on. Because Butler actions will trigger Butler rules, this should cascade all the way back up the chain of dependency.