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I want to create quarterly boards for the quarterly financial closing (each end of the quarter).
For example the 1st quarter ends on 31/03/YY, the 2nd on 30/06/YY etc...
So the last day of each quarter (date N) is the starting point to derive the due dates for each task.
E.g. task 1 should end at N-5 (so 5 working days before the end of the quarter), task 2 should end at N+10 (10 working days after the end of the quarter).
Is there a way to derive these due dates from the N day (last day of each quarter). Now we have to set these dates manually which makes it cumbersome.
Hi @Yves De Kimpe ,
Welcome to the community!
You can use butler in this case!
These variables:
{monthdaynumber}
{monthdaynumberlong}
{yeardaynumber}
{yeardaynumberlong}
{weekdaynumber}
{weekdayname}
{weekdayshort}
{monthnumber}
{monthnumberlong}
{monthname}
{monthshort}
{year}
{yearshort}
{dateshort}
{datelong}
{date}
{datenumber}
{isodate}
also accept a syntax in which days or months can be added to or subtracted from the date, e.g.:
{weekdayname-7d}
is the weekday name seven days ago,
{isodate+2d}
is the date in ISO format two days in the future.
{monthname+3m}
is the name of the month three months ahead,
You can also add or subtract working days, e.g.:
{datelong+5wd}
is the date in five working days.
Note that {datelong+1wd}
is not the next working day, but the date after a working day has passed.
It's a subtle distinction that only matters if the date falls on a weekend: Saturday + 1 working day is Tuesday.
To obtain the next working day, use the following syntax: {datelong+0wd}
. To obtain the previous working day, use the following syntax: {datelong-0wd}
.
I hope it will help you out!
Hi
Thank you for your answer
Seems a bit complicated to me :-)
I don't see what is to be set and where.
If I have a list with tasks within one card. How can I have each task to have a due date automatically derived from my end of quarter date? And do I need to set it for each board again, each quarter?
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Hi @Yves De Kimpe ,
Can create 1 butler rule and apply it to all cards!
Or
You can read this article and see whether it works for you or not!
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