Automations on Date

Platform discussions
1

Hello Monday Team,

How should I set an board automation for a weekly status column?

My objective is to have a status column with “Due Next Week” labels.

Is there an automation that I can set for these labels?

Considering Monday-Friday as workdays in a week.
Ideally, as soon as it’s Monday, the tasks that have due dates assigned the week after should automate to Due This Week.
Any suggestions are greatly appreciated.
Thank you!

2

hi @TJ_S how’s it going!

just thinking out loud here, but based on the structure of your automation it seems that a tool like integromat and zapier would be required to accomplish what you are looking for. There is not any automations that look at date columns within a given time period and update a status accordingly.
could be a nice feature but I don’t see it in the automations currently

That being said if you are opposed to using another tool, I think the ‘my week’ offers the ‘upcoming’ view which would give you a list of items which are coming up for the next week. (I’m assuming you know about this, and there are reasons why this doesn’t work for you but figured I’d mention just for sanity’s sake)

hope that helps a little.

3

hi @TJ_S

There is an app https://monday.com/marketplace/111 doing (almost) the same. In stead of assigning a specific status values the app move items to a specified group based on the number of days to deadline.

4

Hey @TJ_S - while I do not think it is possible to complete exactly what you are looking for in base monday, an option would be to use a Formula Column to return text based on the Due Date and use conditional formatting to make it look like a Status!

For example, I created a Formula column called “Due” that checks the “Due Date” column and returns text based on the following SWITCH statement. We are just comparing the week number and assigning the text to the Due column:

image

We can then set conditional formatting to color code the “Due” column to make it look like a status.

image
image684×598 27 KB

The finished product looks like this:

image

Hope this helps!
Mark

1 Like
5

Is there a way to automate a date column to populate a specific future date? I have a “Reset Date” column which I use to automate the duplication of a group for different time periods that the same work needs to be done. I want to create an automation with the creation of an item that will populate that reset date so it doesn’t get left out when the group duplicates.

6

I’ve managed to create a workaround that allows me to automate based on Date values using a mixture of a Formula field, Number field, and Workflow.

The Formula returns a numeric value based on the required criteria.
My initial version of this was to determine if a review date is in the future or not:

IF(
  FORMAT_DATE({Review Date},"YYYYMMDD") > FORMAT_DATE(TODAY(),"YYYYMMDD"),
  1,
  0
)

My Workflow triggers either when the Date column changes, or another trigger point when I want to test the date value.

Then uses the following steps:

  • “Get item data” to retrieve values from within the Item.
  • “Convert text to number” to convert the Formula column output into a Number.
  • “Change column value” to store the value you’ve just converted in a Number column.
  • “If number meets condition” to interrogate the Number column to give you Yes/No options.
  • Add actions as required.

You can nest more “If number meets condition” steps under the “No” branch if there are more than the 2 potential outputs from your initial Formula.