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How do I set an automation to track recurring tasks?

machspace
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May 1, 2025

I want to set an automation to track recurring tasks. I have lists for daily, weekly, monthly, and annual tasks and I want an automation that will do the following:

When I change the label to completed, it automatically sets a date in the future and sets the label back to pending. This is an example of the automation I set up but it doesn't seem to be working:

"when the card is marked as complete in a card in list "Monthly Tasks", set due date on the 1st of next month, add the yellow "Pending" label to the card, and sort the list by due date ascending"

Can anyone tell me what I am doing wrong here?

 

Screenshot 2025-05-01 at 18.30.57.pngScreenshot 2025-05-01 at 18.30.49.pngScreenshot 2025-05-01 at 18.30.53.png

1 answer

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DiMaggio Tucci
Community Champion
May 1, 2025

Hello and welcome!

 

That automation worked for me.

 

I'm taking a guess here, but you said when I change the label to completed and it sets the label back to pending in your post. This makes it sound like you want the automation to trigger based on the label being "completed" but that's not what the automation trigger you selected does.

 

 

Are you talking about changing the label as in this? 

  • If so, that's probably the problem. Marking the card as completed has nothing to do with labels unless you automate the card to have a label added when you mark it as complete.
  • This is what marking a card as complete is. 

 

 

Is that the problem? If so, change the automation trigger to be when the green "Completed" label is added to a card (assuming you have a green "completed" label set up).

 

If that's not the problem, again, the automation worked fine for me. So, if we need to troubleshoot further, it would help to have some additional information.

 

  • Is the automation log showing the automations running? If so, is it showing errors?
  • You say the automations aren't working. What is the exact behavior you're experiencing?

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