How to manage recurring tasks in Notion
Nov 6, 2024
This article will teach you how to manage recurring tasks in Notion. By using database automations, you can automatically add a new copy of a task upon its completion.
Step 1: Add a “Repeat Every” property
First, we need a property to track the frequency at which you want to repeat a task, measured in days. For example, if it's a weekly task, the value will be 7.
Open any page in your task database and add a new Number property. Let's name this property "Repeat every".
Step 2: Create an automation
On your task database view, hover over the top right corner and click on the lightning icon to create a new automation or view existing ones.
Step 3: Set the triggers
From here, we can first add the trigger for this automation.
The first trigger required will be to use the "Repeat every" property and check that the value is greater than "0" — in other words, to check that the task is a recurring task.
Next, set the second trigger criteria for when the task is marked as complete. In our example, this means using the "Complete" checkbox property.
Step 4: Add an action
The action we need is the "Add page to…" option, which allows us to create a copy of the recurring task.
We'll be prompted to select a database, and we just need to choose our task database.
Step 5: Copy the task properties
The last step is to fill up the properties of the new task page by retrieving the details from the original task page.
Start with the "Name" property and click on the formula icon to edit as formula.
The formula uses a newer property called "Trigger page." You can find the formula entered in the example below.
Note: If you've renamed the "Name" property, you'll need to use that new property name after "Trigger page" in the formula.
For the date property, we'll need to make changes. First, click on "Edit another property" to add our date property, then click on the formula icon to write the formula.
Here, we'll set the task's new date based on the specified number of days for repetition after completion.
Lastly, we'll also need to copy over the value for the "Repeat every" property. Similar to the "Name" property, we will add the property and use the formula option to copy over the value.
That will be all you need for this automation. Once you click "Create," you will be ready to manage your recurring tasks in Notion.