Recurring date workflow help

Mary Vogt

Hi,

I have a sheet that has task, start and end dates, and assigned person (as well as a few other columns). I also have a 'recurring date' column. This sheet contains tasks that are done twice a year. I would love to set up a workflow to alert the 'assigned to' person 2 weeks before the start date. But I also want to automate the recurring date so that after it's completed, the dates change to the next year or 6 months ahead. Otherwise, I will have to keep inputting the same rows every 6 months.

I hope this makes sense. Any ideas? Thanks in advance.

Andrée Starå

Hi @Mary Vogt

I hope you're well and safe!

I recently developed an "advanced" recurring checklist solution for a client, and one of the methods I used was the Record a date feature, set to record the date by Frequency.

Something like this.

• Workflow, Trigger when a date is reached, custom and Record date as the last step.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Mary Vogt

Hi, Andree,

Thanks for the idea - but I don't know what "custom and Record date as the last step." means. Could you elaborate?

Thank you.

Genevieve P.

Hi @Mary Vogt

Here's information on using the Record a Date action in a workflow: Set the Current Date with Record a Date Action

I believe Andrée may mean that you could use a Helper Column to record a date once your task has been completed, then you can use a formula looking at that recorded date to add 6 months in the actual Due Date column.

Ex:

=[Recorded Date]@row + 183

Then you can set up your reminder on the actual Due Date column, which will auto-adjust when your recorded date is auto-populated again.

Cheers,

Genevieve