Recurring Tasks

I’ve just spent time setting up a useful system for recurring tasks in Fibery. It was more difficult than I originally anticipated, so I’m sharing it here as it seems a common use case that others may benefit from.

Explainer video:

Import the Fibery template:

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Thats pretty cool and useful, thank you!

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Could it be shared as a template to test ?

There’s a link to the template in the post above @NicolSpies. Just click it and you can import everything right into your workspace and make any changes you please.

The link opens a signup page for a Fibery account.

The corrected link should be:

https://shared.fibery.io/t/8058e272-b493-48ce-93ee-c23633ddb1ae-tasks

PS. It works super, thanks.

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That’s actually the link same I shared in the post.

I do notice, however, that it directs to a sign up link when it it clicked. Not sure why.

Here’s the of a screenshot of the post in edit view:

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I think discourse can do some funny stuff when you have a Fibery url in the post.
I’ve had it before where it changed what I shared to something else, and indeed it looks like it converted what you posted to this
image

:person_shrugging:

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EDIT: The below doesn’t work, of course adding +7 to the day if starting date is e.g. 30.01.2025 triggers an error since 37.01.2025 is out of date range.

I believe I solved the same problem in another way. I wanted to share it and found that this already exists, so I’m sharing it here in case it is useful for other people.

The way I solved it is by creating an auxiliary database called “Recurring Frequency” as follows:

You can set up any custom recurring periodicity by providing the days, months, and years to be added (it can be a combination).

Then, when you want to set a date of something else based on the recurring period, set it up like in this example:

Date(
Year([Step 1 Task].[(next) Due Date]) +
[Step 1 Task].[Recurring?].[+Year],
Month([Step 1 Task].[(next) Due Date]) +
[Step 1 Task].[Recurring?].[+Months],
Day([Step 1 Task].[(next) Due Date]) +
[Step 1 Task].[Recurring?].[+Days]
)

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Could you please share the other details that you made to make it work? Like detail of the automation and so on?

Just a big thank you for this. I would not in a million years come up with this - and thank you for taking the time to make a video.

If Fibery could maybe make some Templates that has recurring instances built in, then that would be much appreciated too. I could not see it when I searched through the templates.

I decided to use Fibery AI build mode to tackle this instead of delegating to another team member. I did make one modification to my strategy: I want to reduce the number of fields in my task database, so I’m leveraging Fibery’s automations to compute the next due date and I am not using a field in my task database: Here is the log
PROMPT

In the Tasks database Create a dropdown called Recurrence
The options should be Weekly, Bi-Weekly, Monthly, Quarterly, Bi-Annually, Annually'
The dropdown needs it's own properties: +Days, +Months, +Year and each should contain the appropriate integer. These integers should default to the largest unit and the columns are mutually exclusive. Ex: Annually should have the value 1 in +Year and no values in +Days and +Months. 
Create an automation where whenever a recurring task is marked as done, the due date is updated to the current due date + the values from the Recurrence select properties AND sets the status to To Do 

I did not make any changes when prompted to correct the logic.

OUTPUT

### ✅ Recurrence Setup Complete

* **Recurrence enum** and its integer fields (+Days, +Months, +Year) are created.
* **Recurrence field** is now available on Tasks.
* **Options** (Weekly, Bi-Weekly, Monthly, Quarterly, Bi-Annually, Annually) are set up, each with mutually exclusive values for +Days, +Months, +Year.

---

## 🚦 Automation Logic for Recurring Tasks

Fibery's API does not allow direct automation setup, but you can easily implement this logic using Fibery's built-in automation (via the Automations UI):

### **Automation Steps**

1. **Trigger:**
  * When a Task's State changes to **Done**
  * AND the Task's **Recurrence** field is not empty
2. **Action:**
  * **Update Due Date:**
Set the new Due Date to:

[Due Date] + [Recurrence].[+Days] days + [Recurrence].[+Months] months + [Recurrence].[+Year] years


(You may need to use Fibery's formula/automation builder for this calculation.)
  * **Set State:**
Change the Task's State to **Open** (or "To Do" if that's your preferred status).

---

### **Sample Automation Logic (Pseudocode for Fibery Automation UI):**

* **If:**

[State] changes to “Done”
AND [Recurrence] is not empty


* **Then:**

Update [Due Date] to:
DateAdd(
DateAdd(
DateAdd([Due Date], [Recurrence].[+Days], “days”),
[Recurrence].[+Months], “months”
),
[Recurrence].[+Year], “years”
)
Set [State] to “Open”


> **Tip:** In the Fibery Automation UI, use the "Update Entity" action and the "DateAdd" function (which is available in Fibery's formula language) to add days, months, and years as shown above.

---

If you need a more detailed step-by-step guide for setting up this automation in the Fibery UI, let me know!

**Your Recurrence dropdown and logic are now fully set up.**

When setting up the automation manually, I noticed that Fibery formulas won’t let you add a year to a date. So I removed the +Years column and used months for the Annual recurrence.

All around a good showing from Fibery AI

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Hi Helloitse. Thank you for sharing this. Do you mind please adding a slightly longer how to do this post please? I gave it a try, and then got stuck. :laughing:

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