I am struggling with an automatisation that I hope the community can help with.
What I am trying to achieve is a tempate I use for a launch date for a project. I know in this project I have a certain flow of actions that needs to be completet each time. for example:
Order food for event. 8 days before event
Book venue. 23 days before event.
and so on.
I create a board from a template for each event, and use this to assign people to a task.
Where I am struggling i creating the automisation that can auto populate the “date” field, so it hits the responsible persons “my work” function.
I can fairly easily populate a deadline calculation using formulas, but given the limitationsin using formulas in a “date” field, I can not auto populate this date.
I have looked at the automisation options as well for push date or set date, but both these can only be a set number of days based on my creating date, not a work back date based on a future date.
If only I could use push date as a work bak. for example. “Push date -15 days from launch date.” then I could easily build the rest using other criteria in the automisations.
The challenge here is I can not set different actions to different dates using this method, unless I am misunderstanding something.
In the board in question I have 100 or so items, that happens over the span of 6 months, so setting dates this way still only takes todays date into question, whereas what I am trying to acheive is working back from a event date in the future.
Alternativly I have to set as many statusses, that I may as well fill in the date manually.
For now I have opted to have a deadline calculated, and upon creating the borad from template it set 3 days and then owners are notified to go in and update thier dates with respect for the deadline.
it is a bit of a manual workaround that is less than ideal, but it will work until I find a better solution.
