My Tasks rules allow a user to create a rule to automatically move a task from any custom section into a different section when the start date or due date is approaching (auto-promotion). This rule is triggered by the system when the dates change at midnight. This rule does not trigger when the user changes the date themselves.
There is an option to trigger a rule when the start/due date changes. However, a user cannot set criteria based on a variable date (e.g. when the due date is changed, check if the due date is ‘tomorrow’ or ‘within 3 days’, and then move the task to ___ section)–they can only set criteria based on a fixed date.
This would be a very useful feature for users who want to leverage custom sections within My Tasks and conveniently funnel all their upcoming work into accessible sections. Something similar can be done with the “Due Date” or “Start Date” grouping, but custom sections (and/or fields) have unique benefits.
Has anyone found a workaround? Does this challenge resonate with anyone?
I agree with this feature suggestion. I have a rule that moves tasks into a “this week” section and it runs based on the start/due dates when those dates are 7 days away. If someone assigns me a task 4 days before it is due, I need to move it to “this week” manually, which is a huge pain and often results in me not seeing important tasks. I would love to see “today”, “tomorrow”, and “X days before/after today” as options.
Sections are a bit more approachable than custom fields for most of the users I support, though both can function similarly.
Ultimately, they’re just looking for a convenient way to categorize their tasks in a way that suits them. I’m currently encouraging folks to use the group by due date setting (with subgroups as necessary) and this works pretty well. However, new users are immediately presented with sections in the default My Tasks views and they become familiar with sections as they use Projects.
