How can I automate to copy a card and set its due date to the first day of next quarter?

Arjan
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October 1, 2024

I have some recurring activities that need to be done in the first month of every quarter.

I also have recurring activities that need to be done in the first month of each year.

Similarly, I also have these activities to be done at the first (and 5th) of each month.

For the latter, I created an automation: When I drag the card to a list called "Done" and it has the label "Recurring monthly", it automatically copies the card into list called "recurring" and changes the due date to the first (or 5th) of the next month.

This works great, so I want to do the same for my quarterly and yearly recurring activities. However, those I cannot select in the automation screen.

Is there another way to get this done? If not, can you please add this as a feature on your backlist?

Thanks!

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Carolina Lopez
Atlassian Team
Atlassian Team members are employees working across the company in a wide variety of roles.
October 3, 2024

Hi Arjan, welcome to the Atlassian Community!

If the original card already has a due date set to the 1st day of one quarter, you can copy the card and move the due date by three months. Here's an example:

when a card with the green "Recurring quarterly" label is moved into list "Done", copy the card to the top of list "List 1", and move the due date by 3 months

Let me know if this works for you!

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