product hacks

Create recurring activities

  • 4 June 2020
  • 2 replies
  • 210 views

Userlevel 7
Badge +6

 

Expected results:

Save time by automatically creating recurring activities and making sure your team follows their routine.

What is this useful for?

Automatically creating cards for recurring daily/weekly or monthly activities (such as accounts payable, extracting reports, team meetings, etc.) .

Before you get started you'll need to:

  • Specify which task you wish to automatically create in your team's task management pipe. 

  • In our case we want a card to be created every Monday 9 a.m. to remind the team to extract all necessary reports before the team meeting on Wednesday.

How to:

  • Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen);

File1563805784291

  • Click on 'Add new automation';

  • Our event will be 'Recurring activity'. Frequency is every week, select Monday and the time you want the card to be created. 

  • It's important to notice that the timezone is UTC so if you wish a card to be created every Monday 9 a.m. in San Francisco time (UTC - 08:00), we'll have to select 17:00 in the menu.

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  • Our action will be to create a new card in our task management pipe. Fill in all the fields. 

  • When setting up the due date, you can use a relative value. Select date and time of event (in our case, Monday 9 a.m.), click on top of it to select the relative value. 

  • Let's select custom date and add two days there, that way the card's due date will be Wednesday 9 a.m.

image.png

  • Let's name and save the automation and from now on, every Monday at  9 a.m. a card will be created to remind the time to extract the reports.


2 replies

Userlevel 7
Badge +6

@Moacir Souza You can't choose only weekdays. You'll have to choose Monday, Tuesday, Wednesday, Thursday and Friday! :) 

Userlevel 4
Badge +1

We can´t choose just weekdays?

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