Dynamic/Relative Dates for Automations (ex: 7 days before due date)
in progress
Joey
Examples:
- "7 days before the start date..."
- "Each Monday..."
- When ANY date changes to ANY date
- Use Date custom fields as automation triggers
- Be able to use Automations to change items such as Due Dates using relative dates, I.E. "Next Monday"
- "When a task becomes overdue I can then set it to 'Done'"
- Etc.
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Zach - ClickUp
Hey everyone!
- The "Current Date is" trigger is officially live (See screenshot)! I wanted to post here before we include it in our upcoming release notes so that you get a sneak peek. If you have any concerns or run into any blocking issues, please reach out!
- Regarding the "On a Scheduler" trigger, we really appreciate all the feedback from the survey! We may have follow up questions on it soon as this is a top priority for us.
Stay tuned for more 🙏
P
Patrick Holz
Similar to Kate Huber - I look at the "Date Updated" to see if a task has gone stale. If the task hasn't been touched in two weeks, I want to send a notice to the assignee to take action on it. I honestly hope that you will open this feature up to support any date field, including the custom ones. To maximize the flexibility of ClickUp's potential, users would want to trigger off any date, not just the start and due dates.
K
Kate Huber
Could "Updated date" be added too? This would then allow us to set an automation that if "Current Date" is X hours after the "Updated date" then we could trigger a status update to SLA BREACH for anything that requires frequent updates for SLA purposes.
Duncan Owen
I have just discovered this thread! I'd love automations to be able to replace recurring tasks (as I find that feature flawed for my purposes).
What is not currently possible through automations is "on x date of month, change status to 'to do, and change due date to x date of month". For example, on the 15th of each month, I want tasks to change from complete to to-do, and update the due date to the 28th of the month.
Recurring tasks are unsuitable as even when set 'on schedule' the recurring feature triggers when the task is completed. I don't want the trigger to fire when a task is completed.
Matthaeus Carvalho
Great
A
Antonia Pahlke
For content creation I am using due dates and a publish date custom field. I want to use an automation to automatically set or change the due date to X days prior to the publish date
Natalie Williams
Antonia Pahlke yes! I need this too
M
Mia
Awesome, thanks!
Joe Marotta
Any roadmap update for when this will be useable in actions?
Q
Quinlans CGM
What time of day does this trigger? I tried to set up an automation yesterday that sends me an email for compliance 160 days after a custom date, left it active throughout today, and nothing's triggered.
Zach - ClickUp
Quinlans CGM: 4am!
Jiyong Park
I tested it, and it works perfectly! Thank you for all your hard work on this.
Just to clarify, does this trigger only apply to exact matches?
It seems tasks that are already within the specified range aren’t included.
For instance, with the [7] [Days] [Before] [The due date] setting, tasks that are 5 days before the due date wouldn’t be processed, right?
Andrés Felipe Ocampo Quiceno
I have tested this automation and I confirm that it works, it is a marvellous automation, just what I have been waiting for a long time!
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