Automation Trigger: Custom date arrives
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Elie
I need to be able to trigger an automation when a date arrived on a custom field, currently it only allows me to do it on start and finish
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Dpto. de Gestión de Calidad
I need the task that is created with the automation to be created with the same date as the activation task.
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Leo Steeds
Nearly so great, but I would like to automate when a custom date is less than x days away. You can do "at least" x days away, but, bizarrely, "less than", which seems the more likely use case, isn't an option. Can we get this, please?
Zach - ClickUp
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SURPRISE 🎉
Now you can setup your workflows to trigger when any custom field date you choose arrives.
We hope this helps save you time!
Felipe Covas
Zach - ClickUp Hello, Zach! It's perfect!! Thank you very much!
I have just noe question. Is it possible to schedule a dashboard extraction and also send it to specific people (different e-mails addresses)?
Elyse Daniels
Zach - ClickUp I am only seeing this as an option on Web. If I set an automation in Web, will it still run in the Desktop App?
Guy Mannerings
Zach - ClickUp Great, thanks for this!
Also need Date is before/after for Custom Dates, not just Due Date or Start Date.
pixojoy
Zach - ClickUp Thank you so much, Zach!
Zach - ClickUp
Guy Mannerings: We have that ability. Just need to be on a location that has the custom dates
Zach - ClickUp
Elyse Daniels: Yes
Zach - ClickUp
Felipe Covas: We are currently working on scheduled dashboard reporting and it will be shipping in the near future! You will be able to do different people, yes
Felipe Covas
Zach - ClickUp Thank you very much for the reply! This will be perfect.
Guy Mannerings
Zach - ClickUp Thanks! Not sure why I didn't see this. Good to know.
Karel Ledru
The trigger should also take a time offset of the kind of : "When date is 2 weeks ago" !
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Rachel Hassett
If you could trigger an email when the date of a custom field arrives, at a specified time in the trigger, that would be great as well
Zach - ClickUp
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Christian Waitschies
Hi Zach - ClickUp, could we get an update on this topic / timeline / probability, please?
Tim Jasper
I use a custom date field for reviewing tasks. So I need to trigger changes on arrival of the custom date.
Paul C
This would be really useful, especially if one uses Clickup as a CRM. Think about a major touchpoint for customers: their birthday. Today there is no way to set a reminder or anything when the date arrives.
James Wooldridge
I use a custom Action date to show when work intends to be done, somewhere between the Start and End dates. I'd really like a trigger when this arrives.
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