Relative dates in recurring tasks
Geoff Ball
Relative due dates are already discussed here (https://clickup.canny.io/feature-requests/p/dependent-due-dates), and I hope they're implemented. On a similar note, I would like to see relative dates in recurring task rules. Some examples that aren't currently possible:
- X days before the Nth Wednesday of the month
- X days before the 1st of the month
- X weeks before the last Friday of the year
- The Xth of the month (or the immediately preceding Friday, if it falls on a Sat/Sun).
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Kira Colon
Yes, Payroll and accounting tasks are often hard to set recurring tasks int he system.
For example, if the pay dates are the 15th and last day of the month, and payroll is due 2 days before, the 2 days before would be the recurring task due date (the 13th).
And it also needs to ignore/skip weekends; so if the 15th is a Saturday, the pay date is actually Friday the 14th, and therefore the Due date for that particular instance is Wednesday the 11th.
Same idea for last day of the month, which can vary as the 28th, 30th, or 31st, and would need to not count weekends.
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Jennifer Condon
Agree! I'm leaving the same comment on all similar requests to get this bumped up to production!
I just submitted the same request yesterday. This isn't the same feature that you have available, as there isn't an option to select a business day based on "date."
Original reply to this post: https://feedback.clickup.com/feature-requests/p/weekday-recurring-tasks
Support added my feature request on 8/10/2023 and linked me to this one to vote: https://clickup.canny.io/feature-requests/p/relative-dates-in-recurring-tasks
My notes:
Example using the 2nd workday (or business day) of the month:
• Every 2nd workday, we want a task to recur.
• This is the 2nd actual business day of the month (NOT the 2nd of the month (date) or a day option).
o For July 2023, the 2nd business day would be 7/4/2023 (because the 1st and 2nd are Saturday and Sunday, then the 3rd is a Monday, which would be the 1st business day).
o For August 2023, the 2nd business day would be 8/2/2023.
o For September 2023, the 2nd business day would be 9/4/2023 (because the 2nd and 3rd are Saturday and Sunday, then the 4th is a Monday, which would be the 2nd business day).
Please see my screenshot below for a calendar example of workdays/business days of the month.
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Erin Moore
Yes! I was just coming here to say this. Payroll is a good example - it needs to be run 2 days before the last day of the month, and it's really REALLY important it's not late but there is no foolproof way to set up that recurring task.