Identify Tasks Marked as Monthly or Weekly LAST Month or Week

[Adam]

Is there a way to filter by 'overdue' monthly or weekly tasks (in other words, those that were identified as monthly or weekly before this month or week, respectively?

I have attempted something using the "ModifiedDateTime", but this is not really a solution because a) it assumes that the last thing you did was to mark the task as a monthly/weekly goal and b) there is no 'last month' option, and I don't really understand how to use subtasks to do a boolean "last 2 months NOT this month"-type thing.

Of course, I already filter by tasks with overdue actual dates. But the monthly/weekly goal setting is so handy! I just tend to keep things as monthly or weekly goals for...longer than the month or week, respectively.

Any ideas? Thank you in advance!

[Adam]

So...no?

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[Alyona (MLO Support)]

MLO doesn't automatically know which specific month or week the goal belongs to, so you need to manually set a due date alongside the goal. In this case, the due date should correspond to the end of the relevant month or week.

For example:

Task A: monthly goal, due date 31 Aug.
Task B: weekly goal, due date 14 Sep.

I've attached a screenshot to show how you can set up filters to display overdue monthly and weekly goals in one view.

[Adam]

Thank you. Is there a way to automatically set the due date when selecting the Goal? I.e. 'Monthly' automatically sets the due date for the last day of that month?

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[Alyona (MLO Support)]

There's no way to automatically set the due date based on the Goal, but we appreciate the suggestion and will consider it for future improvements. 

[Adam]

Got it -- I ask because I thought maybe this was possible in 'Triggers and Action Rules'. I guess not. Yes, please consider something like this for the future. Thank you!

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