I mainly use Monday as a “To-Do” task list for each day.
I’d ideally like to have different groups, based on the days of the week (ex: “Monday”, “Tuesday”, etc). How can I have my tasks sorted into these different days, based on the due date of the task?
For example: Today is Thursday, March 7th. If I create a Task for Thursday, March 14th- what automation can I use to make that task sort into “Thursday” once it becomes that week? In the meantime, I’d like these tasks to be sort into a “Future” Group.
To achieve this natively, what we advise in situations like this is setting up a status column to identify the day of the week that date aligns with. You can then set up an automation to move the item to the relevant group, based on the date + status.
I tried to set something like this up once too. I wanted the due date to be tied to the day of the week status I had set but couldn’t figure out how to make it happen. What I was hoping for was if I set the status to Tuesday, it would change the due date to the next Tuesday on the calendar. It seems like since there are automations with time periods that can use the day of the week, it should be able to be automated but I haven’t been able to engineer it.
Hi! Thanks so much. Not sure how to set up this automation / have the status column identify the day of the week that date aligns with. Could you show me step by step? Thank you!
Awesome, thank you so much. I think Option 1 will work for my purposes, for now-- but wondering if there’s a way for the “Due Date” to automatically sort itself into these day-of-the-week statuses/groups? Instead of manually having to select the days of the week?
To confirm, when the specific date arrives you’d essentially like to automatically change the status for it to move to relevant group? If this is the case at this stage this isn’t current natively supported - you could integrate a third-party app to achieve this such as make or zapier to custom-create this, if this is an avenue you’d consider? That said, I apologise for the setback
you can use Make.com to automate this task organization process. Here’s a general outline of how you can set up this automation:
Trigger: Set up a trigger that monitors your task list for new tasks being created.
Date Comparison: When a new task is created, compare the due date of the task with the current date to determine which group it should be sorted into.
Conditional Logic: Use conditional statements to sort tasks into different groups based on their due dates. For example, if the due date is the same as the current day of the week, move the task to that day’s group. If the due date is in the future, move it to the “Future” group.
Action: Once you’ve determined the appropriate group for the task, use the corresponding action.
Error Handling: Implement error handling to deal with any issues that may arise during the automation process, such as invalid due dates or connection errors.
By setting up this automation workflow in Make.com, you can ensure that your tasks are automatically sorted into the correct groups based on their due dates, saving you time and helping you stay organized.
