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I have multiple subtasks in my project that repeat in the beginning of every month. Instead of always creating the same exact tasks over and over again after someone closed in the beginning of the month I'd like to automate this. Is there a way to do this?
Hi @Tunahan Aydin ,
There are a couple of options here both leveraging automation. If the new sub-task is created only when the previous sub-task completes then you might trigger on the previous sub-task completing. However, if that is not a reliable condition and you just need a new sub-task every month regardless of the previous sub-tasks current status then I would opt for setting up a scheduled rule to run at the beginning of each month. Given that this is a sub-task you're creating the important piece is how to determine the parent. If the parent is always a specific key then you can make it a static rule simply adding a sub task to the specific task.
Before I dive into a more precise answer could you please provide as much detail as possible about your use case?
Thank you for your quick reply. I think scheduled would be better in my case. So I have a Task and multiple sub tasks under this parent task. Let's say I have 10 subtasks and out of these 10 only 3 should be recurrent and should be created with the same name same description and same due date adapted to the current month. if the due date is set to 3rd feb the next one should be 3rd march and so on. How do I need to proceed here?
Thank you in advance!
Hi @Tunahan Aydin , John's article that he referenced is a good resource for constructing your rule. As weL there are some similar posts in the Community with answers. With that said if you want a scheduled rule that creates three subtasks under a specific task each month it would look like the example below. Note, I have not illustrated the due date here as I am not immediately sure how to reference the previous month's sub-task's duedate. If you were triggering off of the previous month's subtask transitioning to Done it would be easy. Simply copy from trigger issue.