I have two groups on a board whose naming convention is intended to identify frequency:
One-time
Recurring
I want to create a new item in the “Recurring” group every week and set a due date to 4 days from its creation date (e.g., an item created on Monday via automation is due the upcoming Friday).
Currently, this is not possible without creating superfluous columns/statuses to “hack” the constraint.
The following automation combination comes very close:
“Every time period, create an Item”
(automation options allow me to specify an item group)
and
“When an item is created, set due date to creation date plus some days”
This does not work because the second automation triggers for ALL items on this board, which is not the desired effect since it’d change “One-time” items too.
Ideally, the following automation would exist:
“When an item is created in group, set due date to creation date plus some days”.
Stepping back and looking at the totality of automation flexibility, a more work intense but undoubtedly more powerful feature addition would be an option for ANY automation to apply to one specific group, as very few automations currently allow this without some sort of workaround.
Hey @Aaren thanks for sharing here! I think you are absolutely right, the ability to add any automation recipe to a specific group would definitely make things more flexible! We are in the process of working on the ability to add custom automation recipes, which will most likely allow you to stack multiple automations together as you indicated!
However, I do think we can create another workaround here that would allow you to achieve the same result via the combination of different automation recipes.
Step 1: "Every time period, create an item"
Here, I would recommend creating a new status label such as “Recurring”, and having the automation set to that one when it is created.
Yep! That automation suggestion will work just fine. Just wanted to throw my vote at additional automation flexibility, but it sounds like that’s already in the works.
We use the automation to create recurring items quite a bit, and it works very well, but the create date automatically becomes part of the item description. Is there any way to eliminate that? It becomes confusing when the due date is a different day.
Hey @RitaBme - are you referring to a static date being added in your Date column each time the item is created? At this time, there is not a way to add a dynamic date within the recurring items, so if you add a date as shown below, it will always add that same date for any new items created from the automation.
Has this feature been updated in Monday yet? I have weekly Social media posts and I would like to create automatic items within a specific group every time we change the status.
Thank you!
but yes we are in the works of creating those, be on the look out in the new year!