Recurring Task with Name Updates

Tina Leszkiewicz

Hi there!

 

Is creating a recurring task that updates the name each month possible?

For example, I want to set up a ticket for a monthly report. Rather than generate the same "ABC Monthly Report" ticket each month, I would want it to generate something similar to "ABC Monthly Report: July." 

I'm unsure if it's as simple as adding {month} to the title, or if it's a little more complicated than that (or if it's not possible at all). I've tried out a few different methods, so I'm not sure if I'm doing something wrong or it's just not possible. 

 

For context, I am using the Recurring Task section, NOT building out a rule in Automation.

 

Thanks! 

Fernando Eugênio da Silva

@Tina Leszkiewicz 

Yes, it's possible. But i'm not sure if will works without an automation rule, but you can try.

Your automation rule need to seems like this:

Trigger: Scheduled (configure to execute once per month)

 

Action: Create Issue (Select the project, Issue Type and any field you need)

- For field summary, select this: Monthly Report: {{now.format("MMMM")}}

The smartvalue {{now.format("MMMM")}} will get the current month and insert the month name after report

Regards,

Fernando