Skip to main content

How to create a reoccurring Task list notification

  • November 17, 2023
  • 4 replies
  • 409 views

Although a scheduled task list is not currently supported on the system, we can instead create a workaround whereby we trigger every task individually based on the anchor event.

 

For example, if we want a reoccurring task to trigger on the 1st of every month, we can create a custom date field and set the date to the first of each month, e.g. 1st March.

 

Please note: the custom field needs to be outside a table to be used as an anchor event in a task list.

 

The first task can be on an anchor event, while the second task will need to be 31 days after the anchor event (31 days between March 1st and April 1st).

 

The third task, triggering on May 1st, would then need to be 61 days after the anchor event, as there are 61 days between March 1st and May 1st. The 4th task would be 92 days after anchor event as there are 92 days between March 1st and June 1st and so on and so forth.

 

We can use this website to calculate the time between dates: https://www.timeanddate.com/date/duration.html

This topic has been closed for replies.

4 replies

Hello,

it would be nice to have a feature request on this.

Thanks.


Lindsay Sinenberg
Bobber

@Elena Milusheva Of course! I went ahead and added your company to the open product feedback we have for this 😊


Can you please add us to this feature request?  Is there anything in beta that we could help test? ​@Lindsay Sinenberg 


Harshil Boparai
Bobber

Thanks so much for sharing your feedback and feature ideas. We appreciate your insights! The best next step would be to share this directly with your CSM. They’ll ensure the full context is captured and keep you informed as things develop.