Hi @Jean_Pierre_Traets, wanted to respond here as you also suggested that post in your respond to me over here:
I’m not sure if @Lynda_Reilly is exactly suggesting this - but when I look at these type of explanations, it is too overwhelming for me as a non-developer without trying to carve off a good bit of time and figure out what’s being proposed, in fact I don’t really understand what “Automated Text by Month” means. I am assuming that Lynda is expressing a similar difficulty in following. Lynda, what you are asking I understand very clearly and it’s similar to what I wanted to do - if a task is in a certain status at month’s end, create a new task related to that task. This strikes me as a sort of recurring task, not exactly what is being discussed here in the “Automated Text By Month” thread unless once again I am not understanding.
Hope that’s helpful, and thanks @Jean_Pierre_Traets as always for all your help around here!