Hi, I have a table that I would like to add tasks automatically monthly. Any pointers? Thanks!

HI Fran, Welcome to CODA! Could you provide more details of what you would like to do? Where are the tasks? - in a separate table? Are they the same tasks every month? Assuming that the tasks are in a task table template - each task could have a button which copies the task to the required table,…

Hello @Fran_Perez , You can use an automation: this allows for a lot of automatic actions, amongst others adding, modifying or deleting rows in a table of your choice. An automation can be triggered by an action (changed row) or by setting a time or time interval. In the screenprint below it is set…

I entered the community looking for a monthly trigger and expected to have a much more complex implementation. This filter just does the trick and it’s perfect! Thank you for the contribution @joost_mineur !

Automatic recurring monthly row

Fran_Perez April 14, 2021, 2:08pm 4

Hey, thanks for the pointer @joost_mineur! I finally managed to accomplish it by following this example: Way to generate periodic tasks - #4 by preeyanka

Topic		Replies	Views
Monthly recurring tasks and automation	13	4630	March 26, 2024
Way to generate periodic tasks	8	2361	August 9, 2020
Recurring task (payments each month)	8	883	November 3, 2020
Create a weekly repeating task	7	1869	September 15, 2023
Duplicate row with the same values after a period of time	5	484	September 4, 2022

Automatic recurring monthly row

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