Part of our workflow is scheduling team members on a monthly basis.
How would I set up an automation/recurring task that is similar to the following:
Current Item Name: Schedule team for July
Due Date of May 30
When Task Status is marked as Complete, Notification is sent out to Manager, and then a new Task is created and named “Schedule team for August” with a Due Date of June 30.
I hope that makes sense. Trying to figure out the simplest way to make this sort of thing happen.
Thanks in advance for your help!
You would need to use Monday’s automation features to get this working
The automation would something like this.
As a first step create a new task named “Schedule team for July” with a due date of May 30. Then mark the task status as “In Progress.”
Once the task is marked as done (completed), it will create a new task with the same assignee, previous date + 1 month (June 30), status as new, and name “Schedule team for August.” FYI The item name won’t be copied.
Also set up a notification to be sent out to the manager when the initial task is marked complete.
Hopefully this points you in the right direction!
GCavin
(Gilles Cavin - Reinventing Formulas in monday.com)
3
What you need done can be accomplished with a 3rd-party app called the Advanced Formula Booster. With it, you can calculate the new item name by extracting the month name, then you can create another item and send a notification.
This is pretty helpful, except I’m new to working with AFB.
Can you please share the Formula Syntax portion for this?
I keep getting the following error on the CREATEITEM portion.
