Rules: Set the Due Date of a Task that was Created by a Rule to the 1st Day of the Following Month

I’ve created a custom rule that creates a task when certain criteria are met. I need the due date for this newly created task to be the first day of the next month. The triggers that create this new task could happen at any point during the month, so I cannot use the functionality to set it at a certain number of days or weeks following any of the provided date options.

Any idea as to how I can accomplish this?

Barring a potential custom or 3rd party solution, all I can think of is to have the rule create a reminder to make the adjustment manually, for example by creating a subtask assigned to someone or an @mention in a comment. Sometimes this is better than nothing!

Thanks,

Larry

Thanks, Larry. What I ultimately did was create a custom date field labeled “Follow up task due date”. I was able to base the due date of the task that was created my rule on that customer date field. This should be an unnecessary step, but at least it worked.

Thanks again,

J.D.

1 Like

This topic was automatically closed 7 days after the last reply. New replies are no longer allowed.