Is it possible to create an automation, or some sort of formula wizardry so when I change a Status the date is set to a specific date.
The use case is effectively trying to use Monday.com for an agile approach (which I don’t think it’s really built for TBH). I’m mapping the Status to ‘Backlog’, ‘Phase 1’, ‘Phase 2’, ‘Phase 3’ etc, and I’d like it to change the date to 30th Sept for Phase 1 (Q3), 31st Dec for Phase 2 (Q4) etc. Automation only seems to allow set to today or push by X days - which doesn’t help in this usecase.
I’ve got as far as creating a formula column to calculate the ‘push’ days from today to the date I want to set the “Date” column to… but it seems there is no way to reference a value in the automation… just put in a fixed number. Really frustrating. Hopefully I’m missing something obvious?
Two possible solutions are 1) a custom Make scenario and 2) General Caster. You can find out more about Make here: What is Make & How can it help you with monday? For more on General Caster, check out the monday marketplace.
Agree! I would love for there to be a way to set a specific date. We have this problem with yearly contracts…we need the date to stay one date regardless of when we sign.
I also agree that having the option to set a specific date, rather than just the current date, would be incredibly useful and, as mentioned by others, seems like an easy fix. I wish Monday would stop depending on third-party apps for solutions to issues that should be built into the main app.
If this adjustment can’t be made, please consider changing the “set date” label in the “Then do this” section of the automations interface to “set date to today.” to reflect the actual functionality.