Dynamic/Relative Dates for Automations (ex: 7 days before due date) | Voters

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.

April 21, 2021

Zach - ClickUp

Pinned

Hey everyone, I'd love to have a dialog on how you want to see these features developed so I've created a quick video going over the current thinking and progress. Please let me know your thoughts on both topics:

How critical is "exact date" as an option for a "The current date is..." trigger?
How helpful would a scheduler trigger be so you could do something like "Every Wednesday, do something"?

Here's the video

Thank you!

Sarah Tumbers

Hey Zach - ClickUp, we’d really love an automation trigger to be: 7 days after status change, change to another status. Is trigger date or status change in the pipeline to be added to the ‘if today’s date is’ trigger?

Matt Luke

Thanks

Jessica Guzman

I need to be able to set a due date for our Systems team to set up access to multiple platforms a set # of days before the actual Assignment Date (custom field) begins. The due date will then trigger an email to Systems saying that we need access set up.

Maia Young

I run into this all the time, please please get this up and running. It is the ONE feature that I prefer about Asana over ClickUp!

Juelle Patricia Cadette

yes please. some times my team needs a reminder days before the due date

Izzy Bellino

1 - exact dates would be most helpful for selecting "if due date is "Saturday" or "Sunday" -> do XYZ. Our main team workflow is to import a task template, select a new parent due date then auto reschedule subtasks BUT this causes some subtask due dates to fall on the weekends. It would be ideal to have an automation that scans for subtask due date falling on a weekend, to reschedule the due date to the following monday & push all subsequent subtasks into the future as well.

2 - the scheduler tool/recurring date functionality would be helpful to check if subtasks or task have due dates that fall on the weekends. I could see us setting that up to trigger every Sunday, for example.

Lisa Thorpe

Recurring date is incredibly helpful. Please include this! 
As for "exact date" - I still think this can be a very useful feature - so if it doesn't cause any negative effect to include then I would say just include it! 
I 100% agree with other comments that dynamic due dates will be a pivotal piece to this feature.

Lisa Wong

Re: 1. "How critical is "exact date" as an option for a "The current date is..." trigger?" I don't see a need for this; seems to add too much complexity to this system... for the 1% of users who might want this, perhaps make an "advanced" features option to display this

"How helpful would a scheduler trigger be so you could do something like "Every Wednesday, do something"?" Very helpful!! Could you check out reminder systems like iphone Reminders, where if you don't do it, it doesn't automatically carry over as a repeat item. e.g. if I forget my eyedrops one night, it knows that and doesn't show up as two reminders ("eyedrops" twice the next day.)

Anita Kuenzel

Thank you for this exciting development! It looks like the new calendar/scheduler feature addresses the need for an "Exact Date" in automations, and we can now leverage "Due Date" instead. I don't see a particular need for "Exact Date" moving forward.
I’m curious about how the scheduler function works with tasks set to 'recur forever.' When the Due Date of such a task arrives, does the system automatically adjust it on the day after, or does it require marking the task as 'Completed' to trigger the next due date? I noticed there's an option to 'create new task'—which seems relevant to my question. What would be the advantage of using a 'recur forever' task versus the 'create new task' option? Looking forward to learning more about this functionality.
Additionally, I agree with Bryan Su's (scheduler) and Daniel Gonzalez's (parent task) suggestions for achieving optimal functionality. Volodymyr Kryzhanivskyi's insights on Monday's triggers also opened my eyes to expanding possibilities with automations. These all cover a wide range of workflow needs.

Sophia Gaynes

I would like to request that relative trigger dates for automations be available for any date custom field as well as start and due date fields. Thank you!

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