I was wondering if there is anyway to automate moving or archiving an entire group when Status is 100% Done and it is X amount of time after the latest date. So looking at the group overall information located at the bottom of each group.
If it helps looking at the image below from my test board. I would like for Project 2 to either be moved to another board 1 week after the latest Completed Date.
The automation statement would read something like:
1 week after Group Completed Date latest date arrives and only if Group Status is 100% Done, move group to Completed Projects board
Then when I’m ready to archive out of the Completed Project Board it would be:
3 months after Group Completed Date latest date arrives archive group
If anyone knows how to do this I would greatly appreciate the information!
Thank you in Advance!
You could do something similar by using pulse subitems and treating the pulse as a group if that makes sense?
You could then use the automation 'when all subitems of an item have the status of done, change item’s status to done.
Then it’s would be simple to change dates/archive that one pulse.
I know it’s not exactly what you want but it’s some sort of workaround that could work.
I don’t know what you mean by pulse subitems. Would you please explain?
I see. That unfortunately won’t work for us. Each Board is a Client. Each project Is a Group. Each item is a task. Each sub item is used to break-up a task (some tasks have more parts to them than others).
That wouldn’t be a bad idea if we could do sub items of a subitems.
Hi, we encountered a similar need. Did you find a solution to this?
We have not. For the time being we’ve just added a project field and when a task is marked done the complete date fills in. Then we have automation to move it 1 week after the complete date.
Hope all is well
This should be possible using make, but it would still have its limitations, in that a new group with the same name could be created on the separate board, and make would copy the items to the new group on the separate board and remove the old ones, the draw back to this is that the historical updates etc would be lost
If this is something you would like to investigate further and need some help setting up
Then please let us know and we can schedule a quick call
Many thanks in advance
Were you able to move the entire group using the automation, or was it only for a single item?