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Month End Close

  • December 5, 2023
  • 1 reply
  • 14 views

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I am attempting to use Airtable as a month end close tracking form. Is it possible, that once a task is completed, it will create a new task for the same day in the next month? As an example, this task would be completed on December 15th, then once completed it recreates the task with a deadline of January 15th.

1 reply

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  • Inspiring
  • December 7, 2023

Hi @RGarver 

Yes it is possible.

Perhaps something like:

Trigger = when a record matches conditions

Action = Create record (where date is one month late from the date of the record in the trigger).