I am needing to setup a series of 10 administrative tasks for our team to complete within a year. We would like to break these tasks up between quarters. I am trying to find out the most efficient way to accomplish this - Is it possible to set this up using automation?
For example:
3 tasks need to generate starting on Jan 1, 2022 every year until forever
3 tasks need to generate starting on Apr 1, 2022 every year until forever
2 tasks need to generate starting on Jul 1, 2022 every year until forever
2 tasks need to generate starting on Oct 1, 2022 every year until forever
Hello @Angel Osberg
Yes, this is possible using Automation. This can be done in the following ways:
Please let me know if you need any help with the set-up of tasks using Automation.
Kindly accept the answer if this helps you resolve the query.
Thank you for your response, Gaurav. Is there a way to set the date that this will kick off? For example, I don't want this first task to generate until Jan 1, but when I set it to run rule every 12 months, it's setting the run times based off of this month?
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Hello @Angel Osberg
In order to set it to 1 Jan, you can either wait till December or set it up from Advanced. The advanced settings make use of CRON expressions. The set-up would look like the below screenshot.
Please let me know if you need any help with the set-up of tasks using Automation.
Kindly accept the answer if this helps you resolve the query.
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