My colleague and I are trying to set up a recurring task rule that sorts each new recurring task to a section based on the due date. No matter what we try the new recurring task is always created in the existing section and doesn’t seem to be following our rule. Below is what we wrote the rule to look like:
You can see that even with that rule, the new recurring task stayed in the section it originated in:
Any thoughts?
Hi @Luisa_Barone_Gantt ,
Recurring tasks do not trigger rules; you can vote for that capability here:
Briefly describe (1-2 sentences) the Bug you’re experiencing: “Task added to this project” Rule trigger isn’t met with repeating tasks. Although new tasks are created when tasks set to repeat are completed, if the “Task added to this project” trigger is used within a Rule on a project then the trigger is not met. This doesn’t seem correct.
Steps to reproduce: Create a Rule such as the following and you will find that the Custom Field isn’t set when a new tasks is created (added to the project) …
FYI our Flowsana integration is one solution to this limitation.
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Thank you so much! Where can I vote for the capability?
Hi @Luisa_Barone_Gantt , if you click into the linked thread that @Phil_Seeman added, you will see a black vote button at the top of that thread