Any solution for sorting Recurring Tasks?

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1

We use tasks that have recurring due dates and I cannot get ANY rules to acknowledge the date field at all. The rules (even using AI assistance) see the field as blank. So, technically, I can create a Rule that says “look for tasks assigned to [name] and if the due date is blank, move them to the sectioned called ‘This Week’” but that isn’t really a good solution.

For the last year or so, the project manager or myself would have to manually sort all of the recurring tasks and add reminders to the assignees but now that we are getting busier it is not sustainable.

I thought I’d ask the community one more time before I just bulk upload a list of individual tasks with weekly assignment dates because this is making me bananas.

2

How are the rule triggers set up?

3

I think the underlying issue is that it is these tasks are considered duplicates and not “new tasks” that are added to a project and there isn’t a Rule Trigger for duplications.

An easy example is in My Tasks – I have a section for tasks Due Today, Due This Week, and Later. I have 1 rule to sort any new tasks that are assigned to me:

When a Task is Added to this project OR rule is run manually OR it is 9am PT:

  • Check If: Due Date is Empty > Move task to section “Later” and add a comment to the task creator “this task was created without a due date, please update”
  • Check If: Due Date is not empty AND the due date is within 7 days > Move task to section “Due This Week”
  • Check If: Due Date is not empty AND the due date is today > Move task to section “Today”
4

The “When a Task is Added to this project:” message is not triggered for recurring tasks.

5

Sorry, I hit Enter and it posted too soon! But yes, I think that is the underlying issue. There is no Rule trigger for duplicated tasks, which is what recurring tasks are.

6

This may not be the most accurate answer, but please refer to this.

7

@TheAnswerLady,

This would require a change to your process, but perhaps offers a solution:

Thanks,

Larry

8

@lpb
Regarding the schedulerule you have enquired about, it appears that conditional branching within rules is not currently supported.
Although this functionality may become feasible in the near future, it is not yet achievable.

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9

@ka_nishiyama, I was suggesting the new “When scheduled time occurs” rule could generate the tasks, perhaps one rule for each type of new task instead of conditions.

The various “Check if” conditions @TheAnswerLady mentioned could remain in her other rule that operates afer the above rule generates the new tasks.

Thanks,

Larry