Allow Recurring Tasks To Skip Weekends
future
Peta Muller
I would like to see the "skip weekends" option apply to "monthly" as well as we have month-end processes where these can only start on the first working day of each month. And as an extension, it would be great to load local/national public holidays based on location, etc.
We have teams who work remotely so our public holidays do not always fall on the same days. And this applies to teams abroad.
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Zach - ClickUp
Merged in a post:
Recurrence task on next workday or previous workday
Felipe Signorelli Reis
Recurring Task Configuration
I need the recurring task setup to include an option to handle cases where the start date of the next occurrence falls on a non-workday. When a recurring task is completed and a new one is automatically created for the next month, there should be a setting to adjust the start date.
The options should be:
Move to the previous workday: If the calculated start date is not a workday, change it to the preceding workday.
Move to the next workday: If the calculated start date is not a workday, change it to the following workday.
Example Scenario
Let's consider a task configured with the following recurrence settings:
a) Recurrence: "Monthly"
b) Day of the month: "Same day each month" (e.g., from the 1st to the 10th)
c) Creation trigger: "On completion" or "On schedule"
d) Non-workday handling (new parameter): A choice between "Move to the previous workday" or "Move to the next workday".
Expected Behavior
Scenario 1: Setting is "Move to the previous workday"
When the current task is completed, a new task for the next month (from the 1st to the 10th) will be created.
If the 1st of the next month is a Saturday, the new task's start date should be set to the previous Friday.
If the 1st of the next month is a Sunday, the new task's start date should also be set to the previous Friday.
Scenario 2: Setting is "Move to the next workday"
When the current task is completed, a new task for the next month (from the 1st to the 10th) will be created.
If the 1st of the next month is a Saturday, the new task's start date should be set to the following Monday.
If the 1st of the next month is a Sunday, the new task's start date should also be set to the following Monday.
Important Note (Edge Case)
If moving the date backward or forward causes the start date's month to change, we need to define the desired behavior. The system could be configured to:
Keep the original date: Ignore the rule and keep the non-workday start date to stay within the correct month.
Adjust to stay within the month:
If "Move to the previous workday" is selected and it changes the month, find the next available workday within the same month instead.
If "Move to the next workday" is selected and it changes the month, find the previous available workday within the same month instead.
Mariana Marques
I share the same sentiment!
Zach - ClickUp
marked this post as
future
Nicole Camacho
Please add this to the roadmap, this is an incredible painful process for monthly tasks. :(
J
Janie Widman
Please add to roadmap!
T
Troy Johnston
Yes, needed. Month end processes are painful currently.
Zach - ClickUp
It's not a full solve, but we do now have recurring functionality in automations that you might find helpful! The "Every..." trigger is out now 🚀
T
Troy Johnston
Zach - ClickUp Sorry... what is this comment actually saying? I dont see how it addresses this feature request. Ideally please explain in more context so it is clear to the readers.
Zach - ClickUp
Troy Johnston: sorry for the delay!
The automation's trigger will recur every weekday (Monday - Friday) so I was suggesting it as a workaround.
Felipe Signorelli Reis
Please...we need that
Jason Oeltjen
Need
Stephanie McIntyre
NEED this across several industries, current working with marketing agencies, content agencies, investment companies, and bookkeeping/accounting firms. But in all honesty, ALL clients would really benefit from this. Seems nothing to get bothered over, but most teams I work with get really upset about this.
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