First time poster and newbie Monday user here
I am attempting to set up a project management board for an event that I manage.
I’d like to assign due dates to items/tasks based on the date of the event. For example, one of the items on my board is to “Determine event topic.” This tasks needs to be completed 45 days prior to the date of the event. Instead of manually selecting the timeline/due date for this task, I’d like to be able to input a formula based on the 45 days prior to the date of the event.
We currently use a Google sheet for this –
We put the event date and the top of the sheet, and then use a formula to set a due date that is 45 days before the event date.
I’d love to re-create this in Monday and get it out of a Google sheet.
After reading through the Help articles, I thought I might be able to use –
Description: Subtract days from the given date. Returns the new date.
Examples: SUBTRACT_DAYS(“2019-01-20”, 5)
However, that looks like it will just create a column that lists that date – not turn it into a timeline due date.
Am I missing something here? Is there a better way to think about this or achieve it in Monday?
My overall goal is to create a project management board that I can copy/clone for each event. Ideally, I’d just have to adjust the event date (somehow?! ) and then the tasks would all automatically update with the associated due dates based on those formulas.
Hope someone can help a newbie out! Thanks in advance!
Welcome to the Community!
You can actually achieve this using an automation on a second date column.
You can find the following automation in the automation center:
This will allow you to set the date of the event, add a numbers column and add -45 to this column, and use the automation to change the date the task must be completed by.
I hope this helps! Remember to mark as solved if this answers your question!
Thank you so much for the response, @Dani! This is perfect and just what I needed!
Last question – it looks like this automation only works for tasks, but not subitems.
Is there a way to create a custom automation that has the same logic but works for subitems too? I tried to manually create it but got stuck.
At this time, subitems are still in beta so they aren’t fully supported in all of our automations. This means that if you aren’t able to build it with subitems at the moment, then there isn’t really a workaround we can provide aside from recommending to use items instead.
You can always keep up with the roadmap for subitems here - however, please note that while this information is shared to outline some of our plans, these plans are subject to change.
Otherwise, you can always try using possible with the General Caster App from the monday.com apps marketplace!:
Do note that General Caster was not developed by the monday.com team. As such, we don’t have any control over its functionality – and do not provide support for setting it up. Our team has reviewed it against our security and privacy guidelines, but we cannot fully certify it.
If you do want to try it out, I’d recommend checking out the app details in the marketplace here: The monday apps marketplace . You can review the app’s documentation (and applicable privacy policies) and install it if you choose.
To learn more about security in the monday apps marketplace, check out this article: Understanding apps marketplace security
I hope this helps! Remember to mark as solved if this answers your question
Hey again @LaurenClev
Just wanted to check in and see if all of your questions were answered?
If so, please don’t forget to mark the relevant answer as the solution so other users can easily find it, and to close this thread
If not, feel free to ask any additional questions you have!
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