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Automatically create cards for recurring activities

Expected results:

Save time by automatically creating recurring activities and making sure your team follows their routine.

What is this useful for?

Automatically creating cards for recurring daily/weekly or monthly activities (such as accounts payable, extracting reports, team meetings, etc.) .

Before you get started you'll need to:

  • Specify which task you wish to automatically create in your team's task management pipe. 
  • In our case we want a card to be created every Monday 9 a.m. to remind the team to extract all necessary reports before the team meeting on Wednesday.

How to:

  • Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen);
  • Click on 'Add new automation';
  • Our event will be 'Recurring activity'. Frequency is every week, select Monday and the time you want the card to be created. 
  • It's important to notice that the timezone is UTC so if you wish a card to be created every Monday 9 a.m. in San Francisco time (UTC - 08:00), we'll have to select 17:00 in the menu.
  • Our action will be to create a new card in our task management pipe. Fill in all the fields. 
  • When setting up the due date, you can use a relative value. Select date and time of event (in our case, Monday 9 a.m.), click on top of it to select the relative value. 
  • Let's select custom date and add two days there, that way the card's due date will be Wednesday 9 a.m.
  • Let's name and save the automation and from now on, every Monday at  9 a.m. a card will be created to remind the time to extract the reports.

There are a lot of use cases for recurring activities. Here’s an example of how you can use the feature in Finance Teams:

Finance

Ensure that the Finance Team won't miss any payment deadlines or deal with taxes or penalties. Improve the Accounts Payable efficiency by setting automated rules that create cards whenever a due date is near.

This way, it's possible to create a standardized routine that guarantees that invoices, receipts, and audits are sent at the proper time.

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