Is it possible to create automation that can create tasks for each month of the year

Dorcas Chen February 29, 2024

Is it possible to create automation that can create tasks for each month of the year for different projects each month and then set them to reoccur every year during the same month?

Additionally, at the time of task creation, is it possible to set the due date.

I tried this in the advanced scheduling section: 0 0 0 1 JAN ? *
But then it wouldn't let me set the due date giving me the following error mesage.

Additionally, when I check the next fews runs - it's defaulting to Basic.

 

Screenshot 2024-02-29 at 1.37.47 PM.pngScreenshot 2024-02-29 at 1.36.38 PM.png

1 answer

1 vote
Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 29, 2024

You can set it to run on a monthly basis like this:

Screenshot 2024-02-29 at 1.03.55 PM.png

Dorcas Chen February 29, 2024

Gotcha - but I'm hoping to get it to run in different projects each month. 
Is there a specific acceptable cron that I can use for each month?

ex.
On Jan 1 - run the rule in projects A, B, C

On Feb 1 -  run the rule in projects D, E, F

On Mar 1- run the rule in projects G, H, I

Mikael Sandberg
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
February 29, 2024

You could do that by converting {{now}} to long date in a smart value and then use if/else branches to see which month it is and create the tasks in the specific project for that month like this:

Screenshot 2024-02-29 at 2.19.47 PM.png

The other option would be to have separate automations, one for each month that runs yearly and create the tasks that way.

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Dorcas Chen February 29, 2024

Oooh - I didn't even think of that - thank you - I'll give that a try!

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