Hi @Robin43 I sort of resolved this for my own maintenance board where we have maintenance tasks to run Monthly, Quarterly and Yearly. Just as in your case I wanted dynamic task titles where the newly created reoccurring task reflects the frequency, so they are easily identified as different in other boards/views.
First, I had to set up a rule to trigger my rule, which will happen when the first task is completed and the reoccurring task is created - see Arthur’s solution here, I also used Liohn solution to automate the rule: Enable Recurring Tasks to Trigger Rules - #57 by Arthur_BEGOU
Then I set up my reoccurring tasks with the tags I wanted to reference (these won’t change and will carry over when a new task is generated from the reoccurring task): ‘Monthly’, ‘Quarterly’, ‘Yearly’.
Then I created a rule to use that tag and the start date of the task to generate a phrase to insert into the task title using AI. Now on being “added” to the project, Monthly tasks will insert the Month and Year into the task title, Quarterly tasks will insert the financial quarter, and Yearly tasks will insert the financial year.
NB: It takes about 20 seconds for the AI to update the task title based on my instructions shown in the image below. You do need to set your rule to trigger based on other rules as Arthur says in his solution.
