How to automate section moves after a due date is reached

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1

Hello!

I am trying to create a rule based on the due date of tasks within my project. I want the tasks to moved from a “Current” section into an “Overdue” section, when they are unpaid and past due date.

So far, my rule is setup like this:

When –> “Task is overdue 30 minutes after”

Check if –> “Section is Current”

Do this –> “Move task to 0-59 days”

I have a test task that is in my “Current” section and overdue, but the rule isn’t successfully moving the task into the “Overdue” section, even after the midnight runtime.

Any tips? I appreciate the help!

2

@Gray_Miller1 Welcome to the forums!

If the task was already past due before you created your rule, the rule won’t trigger. The task has to become overdue after the rule creation. Have you tried setting up a new test task with an expiration of today?

You can also set a trigger to run manually on the same rule to catch any historical tasks that are overdue.