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Moving a card to another list based on a future date

Anna Williamson
Contributor
June 4, 2024

Hi there, 

I'm looking to create a new rule/automation. 

I've got a Today list. All the cards on this list have a due date of today. 

Sometimes, if I don't get around to a task and I want to move it along a few days maybe to like next week or something. 

When I manually update the date, I want it to move to another list automatically but I can't figure it out?! 

I should say that I don't use times only dates, which might be causing the issue when I try to do "more than one day" for instance. 

Please can you help?

 

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Hannah Humbert - Simpla Workflows
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 4, 2024

@Anna Williamson If you want to have lists:

Today
Tomorrow
This Week
Next Week

when a due date less than 1 days from now is set on a card, move the card to the top of list "Today"

when a due date between 0 and 1 days from now is set on a card not due today, move the card to the top of list "Tomorrow"

when a due date in this week is set on a card not due today not due tomorrow, move the card to the top of list "This Week"
when a due date in next week is set on a card, move the card to the top of the list "Next Week"

I would also suggest setting up due date commands so that cards move between the lists automatically based on their due date (e.g. when a card is due today, it moves to the "Today" list). 


What about for cards due after next week? You could do a couple of different things:

1. Create a card button that when triggered, it sets the due date for 2 weeks from now and puts in the "Later" list.
2. Create a rule that moves cards to the "Later" list when the due date is more than x number of days from now




Anna Williamson
Contributor
June 5, 2024

Thanks so much this worked a treat!

Hannah Humbert - Simpla Workflows
Community Leader
Community Leader
Community Leaders are connectors, ambassadors, and mentors. On the online community, they serve as thought leaders, product experts, and moderators.
June 5, 2024

You're welcome! If you feel like the question was answered, feel free to hit "Accept Answer" 😊

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