I’m looking for a way to group employees by their birth month. I’ve tried creating a formula column to extract the month from the birthdate, but I realized that formula columns can’t be grouped. I then added a status column with the months listed, hoping to automate the process based on the birthdate or formula column, but I haven’t found an automation that works for either. Does anyone have a solution or workaround for this?
The kind of logic you need to set the birthday month status is still beyond what is available with base monday.com.
You could do that fairly simply with a “no-code” solution like Make or Zapier.
Jim - The Monday Man
What is Make & How can it help you with monday?