Hello ClickUp staff and community,

I firmly believe that ClickUp can become vastly better than it already is! I really need to stress that the recurring settings need to be glanced at once more.

Currently, we all have the ability to schedule and recur tasks weekly, monthly on specific dates, x day of the month (e.g. 3rd Wednesday) or annually.

However, there is no option available to simply recur on a working day. e.g. the 7th working day varies per month but ensures that the task will always be in the working week and not in the weekend.

Moreover, in the accounting services industry it is pretty common that both parties agree on a timetable that precisely details when and what parties do when and how using working days.

This feature would, in my opinion, greatly improve ClickUp.

Hi guys! I hope you all are doing really well. I need to see if there is a way to choose Workday 1 or workday 2 of each month as a recurrence. What I mean is that during month-end close, we go back Close day 1 (which is the first working day of the month), close day 2 (second working day of the month), etc. I see first of the month or first Tuesday of the month, etc. but nothing that let's me choose 3rd workday of the month each month. Is this possible? I might be just overlooking something. I would assume this is a common need for month-end close procedures for accountants.

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.