Monthly recurring tasks and automation

Dear community members,

In this template we have Weekly and daily tasks.

To enhance the usability I should like also to enable Monthly recurring tasks as in the table below:

Task Day of the Month
Pay salaries 15
Pay travel expenses 1
Send news letter 10

I should like the automation to add these tasks on a weekly basis in case the date is available in the upcoming week. Like this week we have the 15th, so “Pay salaries”, should be added to the tasks list.

A helping hand :handshake: would be appreciated.

Thanks for your time and of course if we get a working solution, it would be perfect to get the current template updated :pushpin:

Amicable,
//JP

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Hi @Jean_Pierre_Traets,

If I have understood you correctly, you will run an automation every Sunday to add monthly tasks to your To-Do list. I believe this action should do what you want it to do:-

[Monthly Tasks].filter([Day of the Month] >= Day(today()) AND [Day of the Month] < Day(today()) + 7).FormulaMap(AddRow([To-Do List], Task, Task, [Due Date], today()-Day(today())+1 + Days([Day of the Month])))

I haven’t tested this specifically, but I’ve used something similar. Let me know in case it doesn’t work.

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Here is a basic solution I found for a monthly reminder with Codas Automation function:

Check if monthly tasks is a todo today (click to expand)

Set up the table
23

The “Done” button sets the “Due?” Column to “no”

Set up a daily automation that checks if today is the day
47

If it is the day, the “Due” column should be changed to “Yes”.

And this might answer the original question by @Jean_Pierre_Traets :

Check if monthly tasks is a todo this week (click to expand)

At first I calculated if the day is in the current week.
51

Then I switched the automation to weekly and changed the filter.

07

From there you can

  • filter your Table and get your current todos
  • or check for “Due”-tasks and fill them in a specific todo table with automation

Let me know what you think :slight_smile:

2 Likes

Hi again @Jean_Pierre_Traets!

@Rahul_Jaisheel and @Daniel_Stieber are correct. I didn’t realize that FormulaMap had access to the direct column names since it’s context was only on a single row.

Formula: [Monthly Re-Occurring].FormulaMap(AddRow(Tasks,Task,TaskName,Date,RelativeDate(Date(Today().Year(),Today().Month(),DayOfMonth),1)))

You have to make a choice about what the “Day of the Month” means, within the context of “now”. I decided that when the script runs, it simple adds a task to next month, with the given date. This means the function above should only be run once a month,

If you want to have it run weekly, you’ll have to get fancier with your function to check the day of the current month, and whether the “Day of the Month” has passed or not. If done incorrectly, you will begin to get duplicate entries.

Lloyd

Dear Daniel,

For me it remains amazing how you find solutions towards this kind of challenges :muscle:
So far, so good. But I have something more on my wishlist.

As you can see in the below link, the weekly and daily tasks, are moved to the To-Do List with a rule in the automatisation.

Can we get this also working for the monthly tasks, showing the right due date? ( the link has edit rights for everybody)

Edit: 16.01.2019 12:10 (EET) => I think that the solution is already provided by @Lloyd_Montgomery in this post: Monthly recurring tasks and automation

I will try to fix that later today:grinning:

In this way at the front end we will have only one “To-Do List” and in the back end we will have the tables for the monthly, weekly and daily tasks.

Thanks for your time spend on this subject :pray:
//JP

Is there a way to enter in a reminder or task that populates every 3 months? Example - change air filters in house every 3 months.

Hi,

Hopefully this post will be useful :hatching_chick:

Kind regards,
JP

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Hi there,

On my case what I want to repeat is an expense on my expense tracker (based on coda template)

Let me explain further. This is to keep track of repeated subscription payments. So lets imagine I pay Coda subscription every month on the 10th of each month. I would like to be able to add it once and it should multiply for a defined amount of months. Let’s say 12.

So I would just need to set up the expense name : Coda subscription, set the category = subscription, set the price $12 and choose it to be monthly recurrent during 12 months starting on the 10/04/2024. So i would see it for next 10th of april but as well may, june, july, august… etc
Another example would be let’s say i need to set up Figma subscription on a semi-anual recurrency and I am planning to have it for a year. so I would set name: Figma subscription, set the category = subscription, set the price $59 and choose it to be semi-anual and recurrent during 2 cycles (12 months in this case) so I would see one starting on the 12/04/2024 and the next one on the 12/10/2024.

Here is an example of how it looks like right now.
Do you have any idea of how should I set it up?

Thank you a lot in advance, I hope someone has an idea for this :slight_smile:

Hello @Andreia_Alves ,

This can be done with a button. The recurrence of the items can be set with a switch in the button formula, or better, from a lookup table of the recurrence options.

Please make a dummy doc showing a sample of this table and share it with us - that way we can show in your table how this is done. Showing just a formula here in the community can be confusing, showing it in your doc is easier for you and for us.

Greetings, Joost

1 Like

Hi Joost, lets use this doc. I will leave it also available so people can copy it if they need.

Thanks a lot for your collaboration.

Hello @Andreia_Alves ,

I will show a couple of things in your doc - unfortunately it has to wait a couple of hours because of meetings I have to attend. But I will probably get to it late(r) today, it is not very complicated.

Greetings, Joost

Hi everybody,

there is a free pack called Recurrence Rule.
I use it in a lot of docs for automated repeating tasks and so on.

Here is the link:


Sincerely
Jannis

Hello @Andreia_Alves

I showed in your document one of the many solutions. What Jannis is talking about in this thread (one above this message) is very nice, but a bit more complicated.

If this is not what you were looking for, let me know.

Greetings,
Joost

4 Likes

Hi Joost,

I just checked your solution. It is perfect. Works very well for what I want, I truly appreciate it.

Thank you a lot, you are a star!!!