How do you add a recurring monthly task to a sheet?

acm25

We have a task tracking sheet where tasks are added after being entered into a form. Some tasks occur on a monthly basis, and we'd like to find a way to have them automatically added to the sheet rather than having to enter the details every month. Is there a way to do this?

I've found similar questions where the answer says to make a 2nd "dummy" sheet to feed into the main sheet, which we have done. However, we're stuck on feeding it back into the main sheet and making the line recur on a set schedule.

Any help is greatly appreciated!

Dan Beres

Hi @acm25,

If you have the 2nd sheet, you can set an automation (on that 2nd sheet) that runs once a month. In the example here it would run on the first of every month starting in February, but you can adjust as needed.

The Trigger should be "When a date is reached" → "Custom" and then you can change it from there. You can also add conditions to make it only work on certain tasks if the monthly cadence for those tasks is different and then you can just add different conditions to split those up. If you want them to appear on different days (1st and the 15th for example) you would need to have a different automation for each date because the trigger would be different.

Another way you could technically do that is through a Data Shuttle workflow but that is a premium feature you may not have access to and honestly may end up being more work.

The second sheet is probably the most straightforward way. If you are still struggling to have that work, let me know and I can try to provide some alternatives.