Monthly recurring tasks and automation

[Jean_Pierre_Traets]

Way to generate periodic tasks

Hi Sridhar, Here is an example I put together for your specific use case - I focus on solving for the tasks recurring on an n-month periodicity. The key idea here is to use the relativeDate function in the “Periodic tasks” table to identify if the next occurrence of a specific task is scheduled to occur in the upcoming week. If it is NOT scheduled for the upcoming week, then the “Add to To-Do List” and “Update Last Completed Date” buttons for the row will be false. An automation is then set …

Hi,

Hopefully this post will be useful

Kind regards,
JP