I have a board for tracking some documents that our organization sends out over various time periods (monthly, quarterly, annually). I am looking to use the calendar view to get a better picture of when these docs go out. I’ll use a Monthly document for example. This specific document is sent out the 1st Monday of every month. I want to show that in each month on my calendar without having to create multiple items with multiple dates for the same document.
Another example is a document sent out quarterly (the 10th of Jan, Apr, Jul, Oct). The only way for me to show that currently is to have 4 date columns, one for each quarter.
Basically, I’m wondering if there is a way for me to say “make this a recurring item on the 1st Monday of every month.” and have that show on the calendar view without having to create a new item for each date that the document goes out.
Thank you for the response, Bianca! If I use this automation will the new item show up in the board? I’m trying to have one item for each document that goes out and avoid duplication, but I understand if that’s not possible.
For the monthly, you could try a custom automation recipe using “date arrives” + “push date”
This way it’ll keep the 1 line item and moves the due date exactly 1 month later. You could repeat this for the quarterly (4 months) and annual (12 months).
You’ll need to have a condition (the second line in the first half using status or something else) to pinpoint which automation to trigger - so if status is Monthly / Quarterly / Annual, then push date by 1 / 4 / 12 respectively.
This calendar view will let you see all the recurring tasks by date. So you can set your documents to be recurring tasks with custom granularity as per your need, and then those will be visible in this calendar view.
