The Easiest (New) Way To Create Recurring Tasks in Notion

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  • เผยแพร่เมื่อ 5 ก.พ. 2025

ความคิดเห็น • 106

  • @mfreihaendig
    @mfreihaendig  3 หลายเดือนก่อน +3

    Quick reminder that you can access database automations even as a free user if they are part of a template you downloaded - and I added all of the methods in this video to a free template here: matthiasfrank.de/special 😎

    • @rodcord
      @rodcord 2 หลายเดือนก่อน

      As a free user, I really appreciate it. Thanks, and congratulations on creating such a clear and didactic video - it’s been very helpful.

  • @StephanieGraham
    @StephanieGraham หลายเดือนก่อน +1

    Mathias, thank you so much! I've been trying to figure out how to set up a workaround for recurring tasks I want to show up week after week, and your solution really helped me! This is the first time I've ever written a formula, so I appreciate it a lot.
    I also just noticed the template option, which might be another great idea for me to explore. This is really cool-thank you again! 😊

    • @mfreihaendig
      @mfreihaendig  หลายเดือนก่อน

      Happy to hear that! Once you start with formulas, a whole new world is opening up 😍
      (Working on a big masterclass on formulas atm 💪🏻)

  • @chuntoon1
    @chuntoon1 3 หลายเดือนก่อน +4

    I haven't stopped playing with the new automation for a week now .. really cool stuff .. great video as always!

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      They are amazing indeed! What’s your favourite use case so far? 😍

    • @chuntoon1
      @chuntoon1 3 หลายเดือนก่อน +1

      @@mfreihaendig My fav is so simple, but something my work around pained me to do with so many properties and formula ... a counter button for my habit tracker. Now my stat display shows has a + button under it without 2 relations, a formula and a roll up and then the button .. which needed an add and subtract as changing the number is you made a mistake was impossible with the crazy automations I had on top of the extra properties haha
      Tho .. now your take on how to do a next due might have become even more useful than that, so thanks again!

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      @@chuntoon1 oh yeah that is amazing!

  • @ericfettman
    @ericfettman หลายเดือนก่อน +1

    Super helpful demo - I've been looking for a way to do recurring tasks without configuring a recurring template, which can quickly bloat a template list in a database. This video gave me what I needed and introduced me to several Notion automation and scripting concepts that I'm sure I'll be able to use in other scenarios as well.

    • @mfreihaendig
      @mfreihaendig  หลายเดือนก่อน +1

      Oh so happy to hear that! I‘m working on a big automation & formula guide for next year, that might add some more inspiration 💪🏻

  • @lucianebaldo2997
    @lucianebaldo2997 2 หลายเดือนก่อน +2

    Thank you so much Matthias! I just created my recurring tasks and they are working fine.

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      Amazing, glad to hear that! 😇

  • @natashahardy4918
    @natashahardy4918 2 หลายเดือนก่อน +1

    Amazing helpful videos as always, Matthias! Thanks for all that you do!

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      Thank you, really appreciate it! 😇

  • @TDyer
    @TDyer หลายเดือนก่อน +2

    Thank you so much for this video. Worked like a charm for me.

    • @mfreihaendig
      @mfreihaendig  หลายเดือนก่อน

      Amazing😇🔥

  • @cchurchlead
    @cchurchlead 3 หลายเดือนก่อน +3

    One recurring method I always wanted in a calendar is one based off another recurring event. For example if I have meetings on every third Thursday and I need to complete a task 9 days prior, there isn’t a consistent recur interval I can rely on.
    With your method, it seems like it’s theoretically possible to reference a specific recur interval and minus 9 or whatever number from that day

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Not just theoretically - fairly easily 😍
      Just gotta figure what you want to trigger it off. A specific tag for that type of meeting is probably easiest 💪🏻

  • @clairewulf
    @clairewulf 3 หลายเดือนก่อน +2

    how did you know i needed this video????!!!!

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน +1

      Notion allows me to read your mind! 😎

  • @CPCFacilities
    @CPCFacilities 3 หลายเดือนก่อน +3

    Thank you for this video! I've been waiting for a feature like to this to create a preventative maintenance tracker!

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Amazing! 😇

  • @Lewis.TruePathCo
    @Lewis.TruePathCo 3 หลายเดือนก่อน +3

    Great video, I’m so happy to have found your channel!
    My only tweak was to use the ifs statement in the second half of the dateadd formula so we can take advantage of the dateadd(“months”) option. Rather than working around the 30/31 days issue.
    Thanks for the inspiration!

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Ah great point! Thanks for adding this 😇

    • @andrewcairns993
      @andrewcairns993 3 หลายเดือนก่อน +1

      Thanks Matthias and Lewis. Here is my months adding version :
      {"global":"button_page","source":"global"}.prop("Due Date").dateAdd(
      ifs(
      {"global":"button_page","source":"global"}.prop("Frequency")=="Weekly", 7, {"global":"button_page","source":"global"}.prop("Frequency")=="Monthly", 1, {"global":"button_page","source":"global"}.prop("Frequency")=="Daily",1 ) , ifs(
      {"global":"button_page","source":"global"}.prop("Frequency")=="Weekly", "days" , {"global":"button_page","source":"global"}.prop("Frequency")=="Monthly", "months" , {"global":"button_page","source":"global"}.prop("Frequency")=="Daily","days"))
      OK for you @Lewis.TruePathCo ? Or you have a better version ?

  • @BryanBowserthabowser
    @BryanBowserthabowser 2 หลายเดือนก่อน +2

    Great vid works liked a charm.

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      Glad to hear that! 😇

  • @janduplessis1357
    @janduplessis1357 3 หลายเดือนก่อน +3

    Hi, Great video, took a bit of time to get my head around the formula, but got there in the end.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Amazing, I‘m glad to hear that! 😇

  • @julienbpwl
    @julienbpwl 3 หลายเดือนก่อน +2

    Very nice Video Matthias!! I think it's good to have all these options in mind. Personally I like to keep track of past tasks (that's my analytical mindset :) so I will probably go for duplicating the initial task.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Makes sense! Full flexibility now 😇

  • @jpaulabbott
    @jpaulabbott 2 หลายเดือนก่อน +1

    Long time lurker, happy to see this tremendous update and execution for recurring tasks. Works like a charm. Any way to code in alerts for when the tasks date shifts?

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน +1

      What do you mean which “shifts”? 🤔
      Notion database automations have a notification module too, so you could generally add that to the flow 💪🏻
      The trigger could be “whenever due date is edited”

  • @Work-vs4sb
    @Work-vs4sb 21 วันที่ผ่านมา +1

    @mfreihaendig, great video! Thank you for opening my eyes to this. I have one burning question that I am scratching my head over. Is it possible to create reoccuring tasks like you have done, but for it to also carry over the reminder and time? Each time it creates a new task, it does the dates 7 days ahead as expected, but it wipes out any reminders that have been set.

    • @mfreihaendig
      @mfreihaendig  21 วันที่ผ่านมา

      Unfortunately no, there’s no way to set the reminder through formulas atm :-/

  • @stefanlehmann3475
    @stefanlehmann3475 2 หลายเดือนก่อน +1

    hey thank you for your detailed video. What is the advantage over the repeat function of a task template, when I have recurring tasks in a daily/weekly/monthly frequency?

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน +1

      You have more flexibility and it’s a lot more scalable.
      If you work on your own in Notion and don’t have too many tasks, then templates can do a lot too - but imagine having to create dozens of templates for all the repeating options 😅

  • @sl97
    @sl97 3 หลายเดือนก่อน +2

    Hi Matthias, great video, thanks. What if I have a task which should be repeated biweekly at the same days? let's say every week on Tuesday and Friday? Thanks.

    • @chuntoon1
      @chuntoon1 3 หลายเดือนก่อน +2

      My easy work around was having multiple of the same task to repeat. One on Tuesday another on Friday.
      There are people out there who have written some wildly complex formula so you can pick the day of the week, you can search for them, then you setup the correct properties and formula .. then you could follow this video to do the automation just the same, just pulling the next due for the formula that lets you pick days of the week and such

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน +3

      Appreciate your help here! And yes, two tasks is probably the easiest - unless you like writing really complex formula logic 😅

  • @Liefx
    @Liefx 3 หลายเดือนก่อน +6

    Note: This tutorial requires a Paid Notion account for anyone who doesn't have it.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน +4

      Not necessarily 😎 you can’t set up your own automations, BUT you can use someone else’s automation from a template!
      I created a template (link in description) that you can download and add to your workspace to access all these automations for free 💪🏻

    • @larabacara6106
      @larabacara6106 3 หลายเดือนก่อน +2

      @@mfreihaendig It seems like the link to the template is wrong, is it the "Create powerful recurring tasks right in Notion (no third-party tools needed)"? Because if it is I keep getting this message [The page you are looking for cannot be found!
      Please ask the owner of the page for an updated link.]

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      @@larabacara6106 that is the template - can you maybe try a different browser?
      Just checked on two different ones here and for me, the link seems to work 😇

    • @larabacara6106
      @larabacara6106 3 หลายเดือนก่อน

      @@mfreihaendig Thank you!! When I tried to open as a new tab it wasn't working but I tried clicking "normally" and it did!

  • @ProHaulersDFW
    @ProHaulersDFW 2 หลายเดือนก่อน

    Wonderful tutorial. Curious, on the “Mirror Task” one, can sub items due dates somehow be mirrored to the parent? I was able to use the map feature to duplicate the trigger pages sub items but the due dates on sub items remained the original

  • @ostrokonskiy
    @ostrokonskiy 3 หลายเดือนก่อน +1

    Thanks for the video!
    I am wondering if it is possible to set an end date for a task. I would like to use this feature for recurring projects that can take months to complete.
    It really helps with planning if these tasks are already in the calendar, showing the dates occupied by the project.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Sure thing! There are a few ways you can do that - do you want to set an end date within the same property or in a separate property?

    • @ostrokonskiy
      @ostrokonskiy 3 หลายเดือนก่อน

      Within the same date. Is it possible using automation?
      Thanks!

  • @rspeckham
    @rspeckham 3 หลายเดือนก่อน +1

    Incredibly helpful! Thank you 😊. I have been looking for a better solution for recurring tasks for ages, and this ticks all the boxes.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Oh I am happy to hear that! If there‘s any other challenge you have atm, lmk - always looking for inspiration for new videos 😇

  • @chuntoon1
    @chuntoon1 3 หลายเดือนก่อน +1

    This is great as my first thought was to use automation to change the 'Due' to a 'Next Due' formula I had to show that date, but I my habit tracker tells me what % of today's tasks are done .. so when I marked things complete, the date changed and my stats didn't work. I used to have it make a relation in my journal for tracking how often it was done.
    .. you've just saved my daily stats and simplified my database and automations all in one swoop! Cant wait to see what other ideas these new updates spark in people

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Wooohooo so glad to hear that! 😍
      Oh yeah, there‘s an incredible number of cool things we can do now - just starting to explore them all!

  • @cchurchlead
    @cchurchlead 3 หลายเดือนก่อน +1

    Do you think it’s better for the mirror to have the properties of the original and then update the original instead for keeping any additional history?
    In my mind maybe you want to keep have a filtered database inside the original that shows every task with the same name so that it is a historic list of the page copies that were closed.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Not entirely sure what you mean here - and it really depends on what you value!
      Would always keep it as simple as possible and only introduce more data (like historic trails) if it adds value

  • @MrCjgearhart
    @MrCjgearhart 2 หลายเดือนก่อน +1

    Matthias, this video has saved us from all our efforts in conquering this dilemma. Thank You. However, Ive been trying to figure out how to create this situation. If I don't have any "tag" in Frequency but have a number in Repeat every... how do I adjust the formula to give me this result? I watched this video over numerous time but no result. I've tried the if(empty) but I don't know enough about formula language to produce it. Do you have any wisdom you could pass on?

    • @mfreihaendig
      @mfreihaendig  หลายเดือนก่อน

      Hmm what exactly do you mean? In this scenario, would you use both properties and it should either use the tag and if no tag is present them the number?
      That can be done wrapping it in an if statement
      If(TAG, tag formula, NUMBER) 💪🏻

    • @MrCjgearhart
      @MrCjgearhart หลายเดือนก่อน

      Yes, that is correct. If I use a Frequency then I wouldn’t use Repeat Every. Then the opposite if I use the Repeat every I wouldn’t use Frequency.

    • @MrCjgearhart
      @MrCjgearhart หลายเดือนก่อน

      I apologize, can you show me that in the formula you use in the video?

    • @MrCjgearhart
      @MrCjgearhart หลายเดือนก่อน

      I got it figured out. I just created another automation.

  • @amandalsage
    @amandalsage 2 หลายเดือนก่อน +1

    Anyway to add page icons into the recurrence automation? I realize that's a pretty non-important thing but I'd love for it to work.

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      If you use the method that triggers a page template, you’ll get the icon that is set 😇

  • @KieranKristopher
    @KieranKristopher 2 หลายเดือนก่อน +1

    great video! I tried to use your template but it only gives the option to delete. i’m unable to unpause the automation in the free version.

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน +1

      Hmmm that is weird - let me inspect 💪🏻

  • @MarcusHowarth-b5c
    @MarcusHowarth-b5c 2 หลายเดือนก่อน +1

    On the option of making a mirror task so you still have details of the completed task, is there a way of automating adding in a reminder on the due date?

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      Currently not directly unfortunately, but you could use this workaround:
      FINALLY Good Notifications For Notion
      th-cam.com/video/x-Zh6XTOwSE/w-d-xo.html

    • @MarcusHowarth-b5c
      @MarcusHowarth-b5c 2 หลายเดือนก่อน

      @@mfreihaendig That works thank you!

  • @MrCjgearhart
    @MrCjgearhart 2 หลายเดือนก่อน +1

    Brilliant!

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      Thanks! 😇

  • @sloanspringer4022
    @sloanspringer4022 3 หลายเดือนก่อน +1

    Super helpful, thanks! However, when I use the exact same formula (for the simple recurring method with frequency), I get an error "Expression expected. [634,635]"
    {"global":"button_page","source":"global"}.prop("Due Date")
    .dateAdd(
    ifs(
    {"global":"button_page","source":"global"}.prop("Frequency")=="Weekly", 7,
    {"global":"button_page","source":"global"}.prop("Frequency")=="Monthly", 30,
    )
    ,
    "days"
    )
    Do I have something wrong?

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน +2

      Yep, a comma after 30 even though you're not adding another option 😎

    • @sloanspringer4022
      @sloanspringer4022 3 หลายเดือนก่อน +1

      @@mfreihaendig Ha I had a feeling it would be something like that 🤦‍♂ thanks so much!

    • @natashahardy4918
      @natashahardy4918 2 หลายเดือนก่อน +1

      @@sloanspringer4022 Ha, I had the same problem but it's fixed now thanks to this community! :) Thank you both!

  • @ChibiKeruchan
    @ChibiKeruchan 3 หลายเดือนก่อน +2

    The problem of Setting remind through formula still haven't fix yet.
    I already posted a thread in reddit for it.
    that instead of putting it on formula. maybe they can add a "Default" setting in the date property itself to automatically add a reminder when a date was given.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Ah you mean you want a notification triggered in Notion?

    • @ChibiKeruchan
      @ChibiKeruchan 3 หลายเดือนก่อน +2

      @@mfreihaendig yes, on the day it is due.
      you can only set that manually.
      but it would be an easy fix for them if they add a property setting to automatically added by default.

  • @simoneharri5937
    @simoneharri5937 2 หลายเดือนก่อน

    Super helpful! I am wondering how to modify the formula to only use weekdays. I know I can have a formula that tells me the weekday based on a date. So wondering how to create a nested if statement that would say if do day Mo, Tue, Wed or Thur advance by one day. If do day is Friday, advance three days. (And yes, I use do day not due day, not that it matters at all, just explaining my "typo").

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน +1

      Yeah you’d need to expand the logic like but you don’t need to nest if statement - use an ifs operator instead and check first Saturday, then Friday and then everything else as the fallback 💪🏻

    • @simoneharri5937
      @simoneharri5937 2 หลายเดือนก่อน

      @@mfreihaendig Thank you! When I find a moment, I will play around with it.

    • @amandalsage
      @amandalsage 2 หลายเดือนก่อน

      ​@@simoneharri5937 I had some of this figured out from previous Make automations and there may be a more elegant way of doing it, but this works.
      1. I have a formula property called "Recurrence #" that makes a number out of whatever my "Recurrence" property is set to:
      if(prop("Recurrence") == "Daily", 1,
      if(prop("Recurrence") == "Every Other Day", 2,
      if(prop("Recurrence") == "Weekly", 7,
      if(prop("Recurrence") == "Fortnightly", 14,
      if(prop("Recurrence") == "Monthly", dateBetween(dateAdd(now(), 1, "month"), now(), "days"),
      if(prop("Recurrence") == "Every Monday", 7 - (mod(toNumber(formatDate(now(), "d")) - 1 + 7, 7)),
      if(prop("Recurrence") == "Every Tuesday", 7 - (mod(toNumber(formatDate(now(), "d")) - 2 + 7, 7)),
      if(prop("Recurrence") == "Every Wednesday", 7 - (mod(toNumber(formatDate(now(), "d")) - 3 + 7, 7)),
      if(prop("Recurrence") == "Every Thursday", 7 - (mod(toNumber(formatDate(now(), "d")) - 4 + 7, 7)),
      if(prop("Recurrence") == "Every Friday", 7 - (mod(toNumber(formatDate(now(), "d")) - 5 + 7, 7)),
      if(prop("Recurrence") == "Every Saturday", 7 - (mod(toNumber(formatDate(now(), "d")) - 6 + 7, 7)),
      if(prop("Recurrence") == "Every Sunday", 7 - (mod(toNumber(formatDate(now(), "d")) - 0 + 7, 7)),
      0)))))))))))))))
      2. I have another formula property called "Next Due Date" with this formula:
      dateAdd(prop("Date"), prop("Recurrence #"), "days")
      3. In the database automation date field the formula is merely:
      .Trigger page .Next Due Date
      Thanks, Matthias, for the video to help make this all work for me! I could cry with joy!

  • @laurinpatton
    @laurinpatton 3 หลายเดือนก่อน +1

    So cool! Thanks for sharing

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Glad you like it! 😍

  • @thehumanrebuildd
    @thehumanrebuildd 3 หลายเดือนก่อน +1

    Is there a way that you can have it change the date for a different database? What I mean by that is if you have a relation property and you want the date to now be the date that is in the relation. How do you set that up if that makes sense?

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน +1

      Yes it is! As long as it’s related, you can modify it 💪🏻
      To do so, add a „set variable“ step first and have it map „trigger page.relation“
      Then the related elements become available in the „edit pages in“ option 😇💪🏻

    • @thehumanrebuildd
      @thehumanrebuildd 3 หลายเดือนก่อน

      @mfreihaendig Got it! Thanks Matthias!! 🙏🏾

  • @mazcocorporate
    @mazcocorporate 3 หลายเดือนก่อน +1

    shall it create a new task page for every recurring tasks ?

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Usually yes so you can tick them off individually 😇

  • @jcmoriaud
    @jcmoriaud 3 หลายเดือนก่อน +1

    Brilliant, thanks.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Glad you like it! 😍

  • @Fitness_With_Catalina
    @Fitness_With_Catalina 3 หลายเดือนก่อน +1

    When I'm creating my automation, status is not one of the options available to me in my properties. It exists in my database, so this is super frustrating and confusing.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Hmm it should show up indeed - have you refreshed the app to see whether that solves the issue? 🤔

    • @Fitness_With_Catalina
      @Fitness_With_Catalina 3 หลายเดือนก่อน

      @@mfreihaendig I did yes, still not one of the available properties. I'm using a template from a programmer and a number of the properties are locked, including status. Should that have an effect on this problem?

  • @igis001
    @igis001 2 หลายเดือนก่อน +1

    How to setup an reminder on due date?

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      You can’t set them through automations atm unfortunately but you could use this workaround:
      FINALLY Good Notifications For Notion
      th-cam.com/video/x-Zh6XTOwSE/w-d-xo.html

  • @Tarotkaartje
    @Tarotkaartje 3 หลายเดือนก่อน +3

    Because of the formulas, I still don't really like Notion Task lists. I've tried to build it so often that I have given up.

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      How so? You don’t need to use formulas if you don’t want to 🤔

    • @Tarotkaartje
      @Tarotkaartje 3 หลายเดือนก่อน

      @mfreihaendig but I still need to repeat actions by hand.

  • @craiggrella
    @craiggrella 2 หลายเดือนก่อน +1

    Yeah it’s kind of a messy hack. Any date based formula Should be based on days or weeks since those are set numbers whereas months have variable days and eventually any formula based on month or 30 days will fail. And you’re right it takes a hairy formula and much more math to do it properly.

    • @mfreihaendig
      @mfreihaendig  2 หลายเดือนก่อน

      Actually forgot to mention in the video that you can simply use month as an advance method too, so then you don’t have that issue 😅

    • @campaignplanners
      @campaignplanners 2 หลายเดือนก่อน

      @@mfreihaendig I think this is hard in notion, until they decide to make it easier on the date/event side of things for calendar. For tasks, you can do monthly, or weekly. Not so bad. But for events, you really need things like 4th Friday or last friday, or 2nd and 4th Mondays, or every other month, and those require more sophisticated formulas.

  • @MichealScott24
    @MichealScott24 3 หลายเดือนก่อน +1

  • @ruiz_aeg
    @ruiz_aeg 3 หลายเดือนก่อน +1

    That horizontal bar is so annoying, I could never

    • @mfreihaendig
      @mfreihaendig  3 หลายเดือนก่อน

      Haha yeah would be nice if they updated that ;)