Hi there!
Is creating a recurring task that updates the name each month possible?
For example, I want to set up a ticket for a monthly report. Rather than generate the same "ABC Monthly Report" ticket each month, I would want it to generate something similar to "ABC Monthly Report: July."
I'm unsure if it's as simple as adding {month} to the title, or if it's a little more complicated than that (or if it's not possible at all). I've tried out a few different methods, so I'm not sure if I'm doing something wrong or it's just not possible.
For context, I am using the Recurring Task section, NOT building out a rule in Automation.
Thanks!
Yes, it's possible. But i'm not sure if will works without an automation rule, but you can try.
Your automation rule need to seems like this:
Trigger: Scheduled (configure to execute once per month)
Action: Create Issue (Select the project, Issue Type and any field you need)
- For field summary, select this: Monthly Report: {{now.format("MMMM")}}
The smartvalue {{now.format("MMMM")}} will get the current month and insert the month name after report
Regards,
Fernando
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