How can I organize something like a Tickler File System in my Workspace?
Because I have reccurent tasks that I would like to set with a reccurency type (Quarterly, Monthly, Biweekly) and with a Target Dead Line Date that notifies people assigned to the item. But couldn’t find a way of setting this up. Any ideas?
OBS: The automation that duplicates the group doesn’t serve the purpose.
Hi @bm28 - we have set up something similar for a few firms that had recurring tasks for clients at various frequencies.
Each task would have a “Trigger Date” which is monitored then a Status column describing the frequency (Annual, Quarterly, etc.) which allows us to know how many days/weeks/months to push the due date and trigger date (for the next run).
When the trigger date arrives, we duplicate the task, then push the trigger date & due date based on the frequency. Depending on the number of frequencies you have you would need a custom automation for each to push the proper time.