This may be a duplicate topic.
We have Board meetings the 2nd Monday of each month. I have tasks - and tasks to assign - during the 2 weeks prior to each meeting and the day after each meeting. What is the best way to set this up automatically?
- Create an ongoing project? If so, how do I setup that workflow?
- Create a repeating monthly Parent task with subtasks? If so, are the subtasks repeating?
I need to do this with not only Board meetings but with other committee meetings as well.
@Luke_Walrath1 - thanks so much for your questions. Short answer is yes, I recommend setting up an ongoing project. We have some amazing templates that have built in automations and rules that support with your ideal workflow:
Here are the templates I’d recommend:
- Stand Up Meeting Agenda Template
- Board Meeting Agenda Template
Once you have your template in place, you can create repeating tasks .
Pro Tip: If you set a parent task to repeat, do not set any of its subtasks to repeat as well. Doing so will result in the recurring subtask duplicating exponentially.
Pro Tip: All fields (except task comments) are copied over when a recurring task copies itself, including subtasks.