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 🙏
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!
S
Sophia Gaynes
Zach - ClickUp it looks like the "Current Date is" trigger is only able to reference the start date and due date fields. Will it ever be able to reference a custom date field? That is really what I was hoping for. Thanks!
Zach - ClickUp
Sophia Gaynes: It can reference CF dates as well. Can you show me what you see?
R
Ruud
Zach - ClickUp I have the same, see my comment. Ideally I would want to reference done date or completed date.
S
Sophia Gaynes
Zach - ClickUp I see that now! Thanks!
Ruud
Zach - ClickUp Nevermind my previous comment. I tested in a list where no custom date fields existed.
R
Ryan Shaver
Zach - ClickUp can confirm this happens in the web as well as the macOS app.
Chrome Version 130.0.6723.59 (Official Build) (arm64)
macOS Sonoma 14.7 (23H124) (Apple Silicon M2 Pro)
ClickUp desktop app version: 3.5.17
R
Ruud
Ryan Shaver have you tested in a list that actually contains custom date fields?
David Nelson
Fantastic! Haven't tested it, but this will be an incredible workflow upgrade for our team.
Ruud
How should I approach this if I want to remove assignees one week after completing the ticket?
As main trigger, I can use the status change.
I can only use start and due date in this new trigger. E.g. 7 days after due date, but not 7 days after closing.
So then I can set up a condition. The condition does allow to use '7 days after closing'. However, that condition should be true at runtime.
What would you advice to do? Same stuff is valid for auto archiving stuff after x days for example.
Ruud
Zach - ClickUp I suppose a workaround would be to use a custom date field, when ticket is closed, set the custom date field to today (or a week ahead?) and then run an automation on that date field.
R
Ruud
Zach - ClickUp any insight you can share in how to best set this up?
J
Jamie Waugh
Thank you for working on this. It would be extremely helpful to be able to specify recurring dates and a specific time.
Zach - ClickUp
Jamie Waugh: That's part of round 2 where I referred to a "on a schedule" trigger! Stay tuned.
A
Adedotun Gafar
I’m accepted
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