Schedule recurring tasks by "business days"
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Jacob Burton
It would be great to be able to schedule a recurring task based on business days. For example - a task that needs to be completed on the first business day of each month.
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Kira Colon
Yes, Payroll and accounting tasks are often hard to set recurring tasks int he system, since it is only business days and not weekends that count.
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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Tiffany Swensen
This is a necessary feature in the corporate world since we typically don't work weekends. Having the ability to schedule a recurring task based on business days would save us loads of time that is spent manually planning out each series of due dates for every task.
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Jennifer Reese
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.
Erin Taylor
I hope this is coming soon.
I have to manually change due dates because I can only use 1st day or last day of the month and it often doesn't align with a working day. Using the 1st monday doesn't work with monthly or quarterly tasks either without manual adjustments
Kirsty Hardiman
Having recurring tasks by business days would aid our team immensely. As a team of accountants we have a variety of clients with all different deadlines. Having the addition of scheduling tasks by business day will enable us to keep on top of any of those clients who would outside of set weeks or months, otherwise we are showing tasks in click up as overdue when, in reality, we are bang on target!
Seow Jian Jun
It would also be good if business days could be referenced to local calendars/holidays.
Otherwise, it should be a bare minimum requirement to set recurring workday/weekday due dates (eg. first weekday of the month). This is especially important for businesses in the financial sector that largely operate only on business day.
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Frederic Vivier
This feature would indeed be very useful when setting up monthly recurring tasks related to monthly closures in an accounting environment. Monthly closures deadline are defined in working days only for us!
Sara Vallee
Schedule recurrences by Business day in addition to calendar day would be great addition for accountants. Being a CPA, my team schedule is mainly by business days. Can't wait for this new feature !
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Adam Haney
I would also love this feature. Perhaps with the ability to add company holidays into an account on the global level as well.
Lauren Luedeke
Agreed! I need to update reports on the first BUSINESS day of each month.
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