I’m working on a board for one of our associates who provides reporting. Typical intervals are daily, weekly, and monthly. Is there a way to use a status of daily, weekly, or monthly, plus a start date and end date column, and have an automation create sub-tasks for each time a report should be sent (i.e., daily subtasks from 7/15-7/29, weekly subtasks from 7/15 - 8/15)? I tried to build it but couldn’t work it out. Appreciate any guidance.
Hey @swilhel2 - welcome to the community. Just a clarification - the dates you mention is the range for when the subtasks should be created and not beyond? I would look at it this way:
- Create 3 date columns, Start Date, End Date, Trigger Date. Set the Trigger Date to the first day you want it to run
- Create a Status column with the desired frequencies (Daily, Weekly, Monthly)
- Create a set of three automations to create the subtasks:
- When Trigger Date Arrives (8:00am or whatever works) and only if Frequency is Daily
Create a subitem and then push Trigger Date by 1 day - When Trigger Date Arrives (8:00am or whatever works) and only if Frequency is Weekly
Create a subitem and then push Trigger Date by 7 days - When Trigger Date Arrives (8:00am or whatever works) and only if Frequency is Monthly
Create a subitem and then push Trigger Date by 1 month
Then create a final automation to clear the trigger date when the end date arrives:
- When End Date arrives (make sure this is earlier than the time of the above automations so 7:00am for instance specifically for the daily tasks) Clear Trigger Date
If you ever need more assistance, feel free to reach out to us anytime!
Mark