Parent Item Due Date Based on Soonest Subitem Due Date Not "Completed"

Feature requests
,
1

It’d be awesome to have a way for the due date on the parent item to dynamically reflect the soonest due date for it’s uncompleted subitems.

Usage example: We use parent items to track campaigns/projects that may have multiple deliverables with different due dates, tracked as subitems.

Screen Shot 2023-02-21 at 9.45.07 AM
Screen Shot 2023-02-21 at 9.45.07 AM1706×1134 127 KB

If the parent due date could automatically be set for the soonest subitem’s date (like we did in the above example, March 9), but then automatically switch to the next subitem due date as items are marked as “completed”, like in this example (all “March 9” subitems are marked as completed, so the parent due date shifts to March 16):

Screen Shot 2023-02-21 at 9.48.14 AM
Screen Shot 2023-02-21 at 9.48.14 AM1686×1154 126 KB

Either a built-in feature or an automation/integration for this would be incredibly helpful.

2

hi @videoaaron

We have an app called Rollup Subitems (see https://monday.com/marketplace/10000124) that almost does what you describe. It can copy the first (or last) date from a set of subitems to the parent item (as real date) and it can filter out subitems based on criteria.

The filtering is currently a defined list of terms against a dropdown column in the subitems.

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We could (relatively easy) create a new function that goes like this:

Create a named filter by checking this status column and pass items that contain / not contain [status labels]

In that scenario [status labels] is a dropdown that shows all status labels and the “Done statuses”

Let me know if you are interested in this app with the proposed extension to filter on status labels.

3

Yeah, I’d be interested in trying that out.

4

@basdebruin I’d definitely be interested in trying that out - could you notify me when that feature is available if you implement it?

5

Would definitely be very good, I also need that feature. Now need to be doing it manually.

6

The Rollup Subitem app can filter on status value and can put the earliest date of those subitems that have the status XYZ into a parent item date column. Is that what you are trying to achieve?

7

Dear Bas de Bruin,

Thank you. Yes, that is what I would like. I checked the app and it says a 10day trial. Does it mean there is a fee afterwards?

Thank you.

8

Clicking the pricing button in the marketplace brings you to 25|Rollup Subitems - Excellent Team where you can find all the answers.