Connecting Dates and Timelines?

Hello,
Our team is just starting to transition our project management work onto monday.com - we have Enterprise. We run dozens of projects on behalf of clients each year. Some of these include a number of recurring tasks that happen on weekly, daily, quarterly, monthly, annual basis (etc).

We’ve done some research and identified the best options for recurring tasks are typically 3rd party apps, though we’re also aware of this option: https://www.youtube.com/watch?v=e2a2PycSi6A

The problem - all of these require the use of a “date” column type. We are using portfolios to organize our clients, and those require a “timeline” column type as they are project boards and not typical boards. I can’t seem to find a way to make those columns talk to each other in an automated way. Does anyone have a suggested work around? I’d like to be able to automate the timeline column to reflect the date column, even if it means the timeline is only one day. Best case scenario would be something like an automation of “when [date] moves, [timeline] moves by the same increment.”

What about using a workflow instead of automation? You can either update the date column based on the timeline OR the other way.

Desiree - www.thecleverclovers.com

Or you might want to use the app “Start + End = Timeline” to keep date columns in sync with a timeline column (bi-directional).

Hi @grace.mc - our Smart Timeline + Duration app was built to solve this exact pain.

It lets you auto-create and sync timeline columns based on date fields (even just 1-day timelines), and you can dynamically shift timelines when the source date changes. We also have an automation to handle recurring timelines, plus 20+ other advanced automations you can explore to match your specific workflow.

Happy to help if you want a quick walkthrough!