I recently switched my team over to Airtable for project management. There were a few things holding me back, including that we'd have to build the automation for recurring tasks manually.
Now that I have that built, I'm curious if I can get a formula into the automation which adds the proper deadline to the NEW task.
Issue is - there are different kinds of recurring tasks (Daily, weekly, monthly). Do I need to parse these out to create a separate automation for each of these types, and then enter a formula into the dynamic field type of the automation? (I'm also looking for the actual formula!) The other thing is if it is a daily task, we skip weekends, so we wouldn't want a new task to show a deadline of Saturday or Sunday. I'm not sure if this is possible 🙂
Here's what the automation currently is:
I can add the deadline field, make it dynamic, have the previous deadline listed, and I think I'd need a formula that adds +1 day, +7 days, etc, correct?
First check out the WORKDAY function. It's like DATEADD, but only uses business days in the function. It also allows you to specify a list of holidays to incorporate as well. It breaks down a bit for the "monthly" requirement because of the 29/30/31 days of the month in our calendar. You can get close by specifying 22 or 23 days to add in the monthly condition. If this formula is not accurate enough, you might need to bring in more IF and WEEKDAY functions. Here's an example using WORKDAY.