Hi. I have 4 columns - year of engagement column, month of engagement column, the start date of engagement column and end date of engagement column. the timeline is 12 months for each client. based on their individual start date i would like the year of engagement and month of engagement to automatically update each month on its own. what is the automation recipe?
What type of columns are the year of and month of? ie are they text/number/status?
I don’t think that there is a way to do this with standard monday automations or the workflow feature. I recommend that you look into using a platform like Make or Zapier to do something like this.
Jim - The Monday Man
What is Make & How can it help you with monday?
Hey @WendyGFG - you might find our new Smart Timeline + Duration app really helpful for managing dates, statuses, reminders, and assignments. It extends the native Timeline and Duration columns in ways that aren’t possible out of the box, all powered through automation, making your workflows way more dynamic and efficient.
Feel free to give it a look, and I’d love to hear your feedback or even walk you through it live if that helps!