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NameTypeDue date, using the month/year of the day, and the day number in the recurring tasks tableStatus, automatically “pending”
The automation is time based, each day, The condition : I check if the current day is egal to 1, to activate this only at the beginning of a monthif yes, it pushes the button !
You may have read what I call with great humbleness the ““. This works totally, but I admit I dont like to have to much “pending” task waiting to be done, even if Coda allows easy filtering.
Then, I decide to COME BACK FROM THE FUTURE !
Then, you’ll find here a second way to do it, using coda’s automation. The idea of this new method is to have something cleaner, and to manage your recurring task in another table, another page. I’ve read some tricks like this one in the amazin , and here I try to give you an easy to put this into your own projects !
For the purpose of this article, I will work with monthly-recurring task, but you can easily duplicate it to any frequency you want, changing the "if" statement to fit your needs (odd/even day, each 5 days, etc...)
👉 Step 1 : Create your recurring tasks database
This table will be the place where you will create all your recurring tasks, that will be added to your Global Tasks Table at each beginning of month. In this case, I use a simple format, with the Name, the Type and also the Day you have to check the task within a given month :
Recurring Tasks
Name
Type
DayOfMonth
Pay the bill
Financial
7
Clean the batcave
Personal
15
Give donation to charity
Personal
25
Dinner with Brother
Personal
2
There are no rows in this table
👉 Step 2 : Create your button that will create your tasks in your main database, monthly
The trick will use an automation (that you will find in “Step 3”) that will run the button :
Create Monthly Recurring Tasks
Delete Status tasks to play with doc
Global Tasks
Name
Type
Date
Status
Task in Progress
Financial
10/11/2022
in progress
Something Else
Financial
12/17/2022
done
There are no rows in this table
The formula is the following, and will go through the recurring tasks table, and add rows each time, creating the properties :
👁️🗨️ Visualize the action of the button that will be activated automatically :
👉 Step 3 : Automate the button action, monthly or else !
To finish, you just need to programm the activation of your button with some automation. In this case this is simple :
Please feel free to reach me out for any questions and details !
Hope you enjoy this little trick ! Please visit to leave any comment, suggestion, or see my twitter feed !
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