Dear community members, In this template we have Weekly and daily tasks . To enhance the usability I should like also to enable Monthly recurring tasks as in the table below: Task Day of the Month Pay salaries 15 Pay travel expenses 1 Send news letter 10 I should like the automation…

Here is a basic solution I found for a monthly reminder with Codas Automation function: ▶ Check if monthly tasks is a todo today (click to expand) And this might answer the original question by @Jean_Pierre_Traets : ▶ Check if monthly tasks is a todo this week (click to expand) From there you can f…

Hi @Jean_Pierre_Traets , If I have understood you correctly, you will run an automation every Sunday to add monthly tasks to your To-Do list. I believe this action should do what you want it to do:- [Monthly Tasks].filter([Day of the Month] >= Day(today()) AND [Day of the Month] < Day(today()) + 7)…

Hi again @Jean_Pierre_Traets ! @Rahul_Jaisheel and @Daniel_Stieber are correct. I didn’t realize that FormulaMap had access to the direct column names since it’s context was only on a single row. [Coda%20support%203%20-%20Reduced] Formula: [Monthly Re-Occurring].FormulaMap(AddRow(Tasks,Task,TaskN…

Dear Daniel, For me it remains amazing how you find solutions towards this kind of challenges :muscle: So far, so good. But I have something more on my wishlist. As you can see in the below link, the weekly and daily tasks, are moved to the To-Do List with a rule in the automatisation. Can we g…

Is there a way to enter in a reminder or task that populates every 3 months? Example - change air filters in house every 3 months.

[image] Way to generate periodic tasks Hi Sridhar, Here is an example I put together for your specific use case - I focus on solving for the tasks recurring on an n-month periodicity. The key idea here is to use the relativeDate function in the “Periodic tasks” table to…

Hi there, On my case what I want to repeat is an expense on my expense tracker (based on coda template) Let me explain further. This is to keep track of repeated subscription payments. So lets imagine I pay Coda subscription every month on the 10th of each month. I would like to be able to add it …

Hello @Andreia_Alves , This can be done with a button. The recurrence of the items can be set with a switch in the button formula, or better, from a lookup table of the recurrence options. Please make a dummy doc showing a sample of this table and share it with us - that way we can show in your ta…

[image] Andreia_Alves: repeat is an expense Hi Joost, lets use this doc. I will leave it also available so people can copy it if they need. Thanks a lot for your collaboration.

Hello @Andreia_Alves , I will show a couple of things in your doc - unfortunately it has to wait a couple of hours because of meetings I have to attend. But I will probably get to it late(r) today, it is not very complicated. Greetings, Joost

Hi everybody, there is a free pack called Recurrence Rule . I use it in a lot of docs for automated repeating tasks and so on. Here is the link: [image] Recurrence Rule Pack, extend Coda with Recurrence... - Coda The Recurrence Rule Pack for Coda enables you to build recurrence into yo…

Monthly recurring tasks and automation

Jean_Pierre_Traets March 17, 2019, 6:40pm 8

Hi,

Hopefully this post will be useful

Kind regards,
JP

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Monthly recurring tasks and automation

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