Regarding the automatic due date adjustment for follow-up tasks:
I’m using follow-up tasks.
Currently, our workflow is as follows:
Tasks typically belong to individual projects, with due dates and assigned personnel set.
Follow-up tasks are created for these tasks. While due dates and personnel are set, they do not belong to specific projects. They are primarily located in “My Tasks.”
The problem is that we sometimes forget to complete follow-up tasks and perform them in the past. As a solution, we considered using a rule function to automatically set the due date of overdue follow-up tasks to today’s date. The problem was how to extract only follow-up tasks. We were able to achieve this by using a text filter in the rule’s conditions.
Update: I’ve been using it continuously for over a month now, and I’m quite happy with it.
Supplementary Explanation: Current Operation
Currently, we are using it as follows:
Step 1: As of July 1st
Task 1: Due Date = July 15th, Responsible Person = Me, Project 1
Follow-up Task 1: Due Date = July 1st, Responsible Person = Me, Within My Tasks
Step 2: As of July 10th
Task 1: Due Date = July 15th, Responsible Person = Me, Project 1. The due date is still 5 days away.
Follow-up Task 1: Due Date = July 11th, Responsible Person = Me, Within My Tasks (If the due date becomes the day before yesterday (July 8th), the rule is changed to tomorrow (July 11th). Therefore, the follow-up task is always in front of me.)
Step 3: As of July 20th
Task 1: Due Date = July 15th, Responsible Person = Me, Project 1. The due date has already passed.
Follow-up Task 1: Due Date = July 21st, Responsible Person = Me, Within My Tasks (If the due date becomes the day before yesterday (July 18th), the rule is changed to tomorrow (July 21st). Therefore, the follow-up task is always in front of me.)