Relative Date & Time for Automations (ex: schedule 7 days before due date) | Voters

Relative Date & Time for Automations (ex: schedule 7 days before due date)

complete

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

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Mary Bliden

Zach, in using this new function we've hit a snag and could really use an option to trigger an automation # WEEKdays before/after. I know the function of working days and holidays is still in progress, but just being able to avoid triggering things on weekends when it's supposed to be "one day before due" and by then it is too late.

Michele Lax

Joey Zach Your title "Relative Date & TIME for Automations" is misleading. As far as I know, there is no support for entering specific times in the automations for dates. Overall, the time aspect of dates is very weak. See this bug CLK-637475 among others. The default time for dates set via automation is 4 am no matter what which is frustrating and even more infuriating when you are boasting about a "completed" feature request.

Gail Marek

It's a great start, and I'm looking forward to more ways to use this functionality! Like being able to use this in the "Then" portion of automations. For example... instead of every Friday, do this... I would LOVE to be able to say for every new task, set the due date to the next Friday.

Zach

Gail Marek: Please vote here! https://feedback.clickup.com/feature-requests/p/enable-relative-dates-for-start-and-due-date-actions-in-automations

Gail Marek

Zach Done! Thank you.

Zach

marked this post as

complete

We just finished rolling out the new recurring schedule trigger "Every..." to all Workspaces that didn't have it yet! Here are some cool things you can do now that we're finally done with this request:

Schedule actions 7 days before or after a due date.
Set up recurring actions every week on Friday.

What's Coming Next?

Custom Field Date Arrives Trigger: Soon, you'll be able to trigger automations when a custom field date arrives as a standalone trigger.
Improved Reliability: We're enhancing the "Start/Due Date Arrives" triggers to make them more efficient and reliable.

For those of you waiting on other requests from this thread, we haven't forgotten! We've split them into separate requests to tackle them more effectively. See below for more details:

Thanks for your patience, and we hope these updates make your workflow smoother and more efficient! ✨

Heather

Zach Thank you! For the separate requests, have we automatically been added as voters/followers on those? If not, are you able to provide a list so we can find them and vote again?

Tim Jasper

Zach will this include Schedule actions 7 days before or after a [custom date]? We use a custom date field for 'Review Date'.

Konstantinos Tsio

Thank you Zach ! Can you please provide the links for the other fequests that will further enhance this feature's functionality?

Matson Tanner

Zach I’m interested in knowing and using the custom field version of this! Please let me know when I can. (Example: I’d like a message posted and/or a task to be updated when a custom field (date) is approaching.)

Duncan Owen

Hey Zach, the 'monthly' option is problematic. The only option available is to recur 'Monthly on the first Tuesday' if you set the start date to Tue 1st April.

How come there isn't an option to recur 'Monthly on the 1st'?

Ondra Hájek

Zach Not sure if this is in play, but... Setting (start/due/custom) date x days/hours/etc bofer/after something happens (f.e. status changes) that would save us so much headache.

Kota Shimizu

Zach　Thank you😊

Natalie McClure

Zach this feature is awesome and I really appreciated your communication and detailed questions to this group as it was designed and launched!

Zach

Duncan Owen: Fix coming next week to add "monthly"!

Zach

Heather: I think you may be interested in these:

Dustin

Zach Exciting thank you!

Kelly Blanchard

Zach This still doesn't solve my need for dynamic or relative dates in Automations. An example, every Monday we manually have to update all the tasks due that week to a custom status "Due This Week" for reporting. Currently I do not have the option to set the "date within that week" in the automation set up.

The links you sent do not cover this.

Emily Austin

Please update automations to allow us to use relative dates. Setting a 'Fixed' date is not helpful in automations as that date is hard-coded for the entirety of the automation being active. The 'Date is Before/After' is a great start but we need that same functionality across all date fields.
Ex: When Priority set to 'High', set Due Date to (Start Date + 1)
Please add in date variables as well so we can make automations based on those as well. Ex: When Form submitted, set Due Date to (Today + 7 Days)

Zach

Emily Austin: Okay, you're looking for something like this?

Sandra Booker

Zach -- I'm not sure about Emily I really need it to be something like "when status changes to x, change due date to <custom date field> +1"

Emily Austin

Zach Yes, I think that's exactly what we're looking for. But if possible, we'd like the ability to do 'Days Before XX Date' as well.

Duncan Owen

My updated automations using this new feature didn't work this month Zach. Has this update been working effectively for everybody?

For reference, the two automationsI have setup should mark tasks as incomplete each month, and also set a new due date.

Zach

Duncan Owen: Could you please reach out to support if you haven't already. There's a bug fix going out soon for something else that was reported but it's not clear it's the same as what you're running into. Thank you

Miriam Daub

Zach checking - will custom date fields finally have an 'is set' as an automation trigger with this rollout? Like here: https://feedback.clickup.com/feature-requests/p/trigger-automation-when-the-startdue-date-is-set

Zach

Miriam Daub: Not with this roll out. But thanks for linking that feature request, I'll check it out.

Kristina Ota

Zach This automation is already super useful to my workspace and helpful to my team. However... a condition in the automation that would exclude tasks with Dependencies, would make this a lot better! The automation is triggering on tasks that have waiting on dependencies, and I am looking for a way to avoid that.

Alternatively, is there a way in the system to automatically update/remap due dates for subtasks that have dependencies and that blocked task is not yet complete/now overdue?

Tomasz Banas

Zach, we are trying to set up automation to change the status of tasks from "ACCEPTED" to "CLOSED" after they have been in the "ACCEPTED" status for 7 days. I don't see this would be possible here—I hope I'm wrong.

Zach

Tomasz Banas: I think you'd be looking for Timed Automations https://feedback.clickup.com/feature-requests/p/timed-automations which is separate from this.

Tomasz Banas

Zach, got it, thank you �

Koen Vanneste

Hi, I tried the same but also not working. In my case, I have a list of contracts with start date and due date. I want Clickup to alert me (f.ex. send me an email) when the current date is 30 days before the due date. I now tried it with the action 'assign to me' , but nothing happens.

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