# Notion FINALLY Made Recurring Tasks Work.

## Метаданные

- **Канал:** Thomas Frank
- **YouTube:** https://www.youtube.com/watch?v=xYu4bFcC9v4

## Содержание

### [0:00](https://www.youtube.com/watch?v=xYu4bFcC9v4) Segment 1 (00:00 - 05:00)

notion finally has native recurring tasks support you heard that right now if you have a list of tasks you need to get done and some of them need to recur daily or weekly or whatever you can check them off and notion will automatically set them to the new due date they should have just like you'd expect into to doist or TickTick or any other task management app worth it salt and it gets even better because with some of the automation tools that notion released last month we can do some really powerful stuff that actually isn't possible in other apps including getting task history a historical record of each time we completed a task for example if I switch over to my little screen view here I've got my own copy of ultimate brain 3. 0 here which is actually coming out in just about a week and I've got this lift weights task that recurs three times a week and in the page I have a task history view that shows me each time I've done this task in the past and I've even used notion charts to add a weekly view where I can see how many times I've done this task each week so in this video I'm going to teach you everything you need to know about Native recurring tasks in notion we're going to split this video into three parts first I'm going to show you a very simple way to implement recurring tasks yourself using either the free buttons feature or the paid automations feature both of them work for this purpose then we're going to move into a little bit more advanced stuff adding some Advanced recur intervals like specific days of the week Monday Wednesday Friday that kind of thing and finally we're going to add this task history feature which is I think one of the coolest applications of Notions new automations tools before we jump into all of that though if you just want recurring tasks in notion and you don't really want to have to do a whole bunch of work for it the easiest way to get this feature is just to get a template that already comes with the automations out of the box and luckily for you I've created a couple that are linked in the description down below if you just want simple recurring tasks you want to check off a task and have its due date updated just like you'd experience in todoist or other traditional task management apps My ultimate tasks template is free and has that feature out of the box and if you want the task history feature that I showed off just a couple of seconds ago along with a full second brain for notion all the features ultimate tasks plus notetaking a recipe book project management features everything I use to run my own personal life you can get all those features in Ultimate brain which is also linked below and also helps to support my work on this channel now if you haven't rushed off to go get a template yet and you're still watching I'm going to assume that in addition to wanting this feature in your own notion workspace you also want to know how it works so let's dive in and go over to screen share mode so here on this recurring tasks page I have a very simple tasks database and if this already doesn't make sense to you might want to start with my database for beginners video also linked below but this is essentially a tasks database that currently does not have recurring tasks support it's got a name property a due property and a status property and if I take a recurring task like cardio workout and I set this to done nothing's going to happen and that's because really notion is not a task management app at least out of the box instead it's a whole bunch of building blocks that allow you to kind of create your own software and at this point all we have is a database with some properties that aren't really talking to each other so to enable recurring tasks in a very simple way we can first add another property we're going to add a number property here and I'm going to call this property recur interval because we need a property that will tell notion how many days to add to the due date once we set a task to done and later on in the video we're going to get fancier by adding weeks and adding months and things like that but to keep things really simple for now we're just going to add a number of days so let's say my cardio workout is a recurring task and I want to do it once a week so I'll set this back to not started and I'm going to go ahead and set the recur interval to 7 uh for read and fill out log this is a daily task I read every morning so I'm going to set the recur interval to one and put trash can by curb that's also weekly task so let's go ahead and put seven in there as well now review monthly budget actually reveals the weakness of this very simple example because if I want to do this every single month I could put in 31 but once I hit a 30-day month we're going to start uh running into some problems so fear not we're going to fix this a little bit down the road but for now we have a recur interval now we need to figure out how to actually take this number of days and add it to our due date once we finish the task and at this point we're kind of presented with a fork in the road because there are actually two ways to trigger an Automation in notion and depending on what notion plan you're on will depend on which one you have access to the better one of the two and the one we're going to focus on mostly in this video is this little lightning icon here this is the automations feature and this allows you to Define any kind of trigger you want which is usually going to be some sort of property being edited or maybe a page being created um and you can set off a whole cascading series of actions from that custom trigger but to create or edit automations in notion requires a paid notion plan fear not you can actually use automations created by template creators such as myself even if you're on the free plan so that's another reason to grab one of my templates if you're on the free plan and don't want to build this for yourself uh but I do want to point that out if you're on the free plan you want to build things for yourself there is another option if you add another

### [5:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=300s) Segment 2 (05:00 - 10:00)

property to your database there is a type of property called button and this will essentially add a button to your table here one for every page and we can call this button complete now I'm going to very quickly show you how to implement this with the button feature for the rest of the video we are going to focus on the automations feature but I want to show you the button because pretty much all the capabilities of the automations feature minus the custom triggers are also available in buttons so if we go into the edit automation area of the button here we have when the button is clicked as our single trigger option and then we have this whole do section so if we go to do we can edit a property and we can choose our due date property so essentially we're going to click the button when the task is done and we're going to change the due date to the next time the task should be done and here we see what used to be the missing piece in this puzzle this custom formula option without this we have always had to use outside apps to calculate the new due date but now that we have this custom formula option we can click it and we get if you've used notion formulas before the pretty much exact same formula editor and I'm going to zoom in a couple of ticks so we can see it a little bit better here this is the same as the formula property inside of databases except we also have some properties that are unique to automations and buttons we have whoever clicked we have time trigger date trigger page creator but most importantly we have this page and if we click this page and then put a dot at the end of it we get access to all the properties of the page so if we click do here we're essentially getting the value of the due property on the page where we click the button now if I just leave it like this the due property is not going to change but if we instead pass it into the date add function we can actually add on to the date and if I click around here I think I can get access to the documentation here it is so date ad is a function that has three arguments the date which is going to be the date that we're modifying a number and then a unit and the unit can be years quarters months days weeks Etc and here we're using what's called dot notation where the first argument in the function normally would be here inside of the parenthesis but instead this actually takes its place and it sort of gets passed into the function as the first argument so we can add the second and third here let's go ahead and uh enter down here with shift enter so we get a little bit more room that second argument is going to be a number and we want to use that recur interval property that we set up earlier so once again we can go get this page and then do recur interval that's going to give us our d Dynamic number and then for now just to keep things simple we're going to use days as our unit so once we save this we can go ahead and save the button as a whole and now if we click complete which I'll just move it over here for Simplicity we'll go ahead and add a week to the cardio workout task just like that we have recurring tasks inside a notion using a button now from this point onward in the video we're going to switch over to using the automations feature right here and again it does require a paid plan to create or edit automation although you can use automations that come in templates if you're on the free plan but the reason we're going to switch over to the automations feature is that instead of checking a button you would usually want to have this automation trigger when you set the status of the task to done and for that we do need the automations feature I just wanted to show the button method as well because if you look at the do section of buttons you pretty much have access to all of the same capabilities that I'm going to show you for the rest of this video in the automations feature and you can create a button equivalent so I'm going to go ahead and delete this button property and we're going to recreate this really quickly in the automations feature so to do that we can go to the little lightning bolt up here I'm going to call this automation process recurring tasks just like that and we're going to set the trigger to when the status property is set to anything in the complete category so right now we just have done uh and then in the do area we're going to do pretty much the same thing we did in the button we're going to pick our DU property we're going to choose the custom formula option and we're going to create a formula that looks pretty much identical to the one we just built except for instead of the this page property we're going to use the trigger page property so we'll go trigger page. do and we'll pass that into the date ad function once again I'll do a shift enter we're going to do trigger page. recur interval to get that number of days we're going to add and then we'll use the days unit just like that what we also want to do is set the status back to do so that we can check it off the next time it's due so we'll add another action here we're going to edit the status property just like that and we're going to set it to not started and just like that you have an extremely simple recurring tasks solution in notion if I take my cardio workout and I set it to done then in just a couple of seconds the notion automation is going to kick in we're going to see the status go to not started and we're going to see do shift to one week from now but we're not quite done yet because there's one problem with this setup we need to fix and that has to do with non-recurring tasks you can see here I have this find the snipe task and if an old man asks me to go find a snipe in his yard I'm G to find it once maybe and then it's going

### [10:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=600s) Segment 3 (10:00 - 15:00)

to be done I found the snip and I don't want my Automation triggering and setting my status back to not started I want it to stay done forever so to fix that we can create another view of this database and filter that view then we can change the automation to only trigger on pages in The filtered view so I'm going to rightclick this view I have right now I'm going to duplicate it and I'm going to call this new view recurring and then I'm going to give it a nice little fancy uh repeat icon that looks pretty good just to indicate that it's a recurring View and now I can add a filter to this View and in this case I actually want to create an advanced filter because I need two different filters the first one is going to be where the recur interval is greater than or equal to one so this indicates that it is indeed a recurring task and secondly we also want to make sure that our due date is not empty so if we choose due here we can get this little is relative to today option and if we set that to is not empty it's actually going to get rid of that start date or end date Choice as well so now we have a com pound filter and we're only going to see tasks in this view that have a due date and a recur interval and finally we can go into our Automation and edit it and up here you can see right now it's for all pages in The recurring tasks database I'm going to change that over to all pages in The recurring view that we just created now if we trigger the automation on a recurring task even if we're not in this view so let's do read and fill out log it is going to trigger but if we do it on find the snipe it's not going to trigger there but it did trigger on read and fill out log so at this point we have set up the simplest possible automated recurring tasks set up in notion but there's other problems and that's what's going to bring us into part two one of those problems is this little 31 right here you see we have this task called review monthly budget and if we have 31 here it might work on a month that has 31 days but it's actually November right now and that month has 30 days so 31's not going to cut it we need to get a little bit smarter so here in part two we're going to add some more intelligent recur intervals and we're going to split this part into a couple of subp parts I first want to show you a little bit of how you could improve your formula manually but after that I'm going to give you access to some formulas that my team and I have created and as you can see this formula is really complex there's no way I could teach it in this video but this formula will actually add some really powerful recur options like specific days of the week Monday Wednesday Friday like last weekday of the month that kind of thing so if you just want these additional capabilities you'll be able to paste this formula as well as this top formula which uh it depends on into your own setup we're going to talk about that in just a little bit but because I want to make this educational I want to show you how to uh smartify I don't know if that's a word but smartify this setup yourself first so to do that we need to pair this recur interval with another property that if we look at our automation is going to make this formula a bit smarter because as you can see we are currently just hardcoding this days unit into our date ad function and that is the problem instead we need to dynamically determine what this unit should be should it be weeks should it be months should it be years well we need to have a property where we can actually determine that so let's add a new property to the state of Base we're going to find the Select Property type and we're going to call this bad boy recur unit and this is going to complement our recur interval property now inside the options let's go ahead and add days and I'm going to put the s in parenthesis to indicate that it could be a single day or uh several days and then we'll do the same for weeks months and years a little later we're going to add the more fancy recurrent intervals but for now these are going to be absolutely perfect so with this property in hand we can now edit our recurring tasks our read and fill out log is going to be a daily recurring task recurring every one days our cardio workout is going to be a weekly task so we want to set this to weeks and we want to actually edit this from 7 down to 1 now it's a weekly task same thing with our put the trash can by the curb task one and weeks and then with our review monthly budget instead of every 31 days we're going to set this again to one and we'll set the unit to months and maybe to show this off a little bit more convincingly let's actually change this to review quarterly budget and we'll set it to every 3 months instead so now we can use the recur unit as our unit inside of our formula so going back into our automation we can go to my value here and if we look at the documentation for the date ad formula you can see that the unit argument can be one of the following years quarters months weeks Etc but you can see that we've got a bit of a problem we used an uppercase letter and we have parentheses around the S and here we need it all to be lowercase with no parentheses so I want to show you a cool trick here where we can modify the string values in our recur unit property to actually make them in this format if we bring in our recur unit property trigger page. recur unit just like that

### [15:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=900s) Segment 4 (15:00 - 20:00)

we can pass this into a fancy little function called replace all and I have a whole page on my notion formula documentation website about replace all it's one of the most powerful functions in notion formulas because it uses regular Expressions but for now I'm just going to show you a very simple use of it first we're going to Define what's called a group here and we're going to look for all instances of the opening parenthesis and the closing parenthesis and we're going to repl replace those with the second argument which will just be a blank string finally we're going to pass the result of that function into the lower function to make it lowercase and just like that it is going to change our days weeks months years Etc into the correct format so now if I check off this read and fill out log or set it to done we're going to get processed to November 21st and if I come down to a review quarterly budget this one should get shifted to I believe uh Fe February if we check it off so set that to done let it do its thing and boom there we have a quarterly recurring task processed automatically inside of notion okay from this point onward things get a little bit more complicated if you want to add additional recur intervals like selecting specific days of the week or doing last week day of the month so instead of going crazy with uh formula Building inside of an automation I'm going to show you how to use the formulas that my team and I have spent countless hours working on and to do that I'm going to shift over to a cop copy of ultimate tasks which I mentioned you can get in the description down below now of course if you get the template you don't actually have to do this because all these features come out of the box but I did want to show it on this more complex template so to get all these more fancy recur intervals going over to my own copy of ultimate brain here to show them off uh we're going to add a couple of additional options to our recur unit property months on the first weekday months on the last weekday and date and then we're also going to add this days property where we can select specific days of the week if we want to have like a task that is done every Tuesday Thursday and Saturday so to start that process if you're working in a notion template like ultimate tasks the first thing you'll want to do is check that the database you want to uh make changes to is unlocked and the way to do that in any notion template is to click on any page in that database full screen it with this little open and full page button right here and then up in the breadcrumbs you'll see the actual page you're working on and then one to the left you'll see the source database where that page lives so if you click on that if the database is locked you'll see this little locked icon up here you can click that and that will allow you to edit properties and to create new ones so now that we have the database unlocked I'm going to go ahead and open this up and if we open up the recur unit property you can see that we have days weeks months and years so to start this process off to get this basically ready for the formulas that I've shared in the description below we're going to add a few additional options we're going to months on the first weekday We'll add months on the last weekday and finally day so now we have all the recur units that we need and I'm going to put years at the bottom here but if we want to select specific days of the week as well we need one more property so we're going to add a multi Select Property right here and this has a bit of a mouthful of a name it's going to be called days only if set to one days and the only reason this property is named so confusingly is that we have it so many times in our formulas here that we kind of need it to be exactly named this otherwise you would have to edit this formula a bunch of times with a different uh name here so you could contrl F if you wanted to but I'm going to go ahead and make sure that we're using this exact property name and inside of this property we want to just basically have each day of the week and I'll go ahead and reorder them too so now that we have these two properties it's time to add a couple of formula properties to our database now in our earlier example we actually had the formula that drives this automation directly in the automation itself right there but I actually think it's better to have a next du property as a formula property in your database and the reason for that is if you have a recurring task and you want to see when it's next going to recur in addition to its due date you can do that just by glancing at the nextd property and if you're putting your formula in an automation you kind of can't do that so I think it's actually better to have a formula that already calculates your next due date and then to just use that in your automation so to do that we are first going to create a formula called localization key and this is a Formula that my team and I developed that will basically allow you to change the uh the days of the week names the recur interval names Etc in case you want to localize your template to another language so you do actually need this because the next do formula which is actually the crucial formula references this property a whole bunch of times and to add it we can just go ahead and create a formula property which I'm

### [20:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=1200s) Segment 5 (20:00 - 25:00)

going to do down to this little helper properties section uh we're going to call it localization key and then we can simply paste in all that stuff from the uh Link in the description below and finally up here in the recurring task property section of ultimate tasks I'm going to grab the code for that next do formula which is absolutely massive create one more formula property call it next do and paste in that apps absolutely massive formula so because this task is not currently recurring task it's going to be empty but if I give it a due date like say today and the recurr interval is one now I can see next due is December 31st 2024 and the reason for that is we have months on the last day as a recur unit if I change this to say months on the last weekday well looks like December 31st is a weekday how about months on the first weekday that's December 2nd uh if we do months in general December 19th because we have November 19th and if we wanted this to be say a Monday Wednesday Friday task for some reason we could set this to days and then we can set our days only of set to one day's property to Monday Wednesday Friday and now we're good to go the only thing that we need to do at this point is go back to our tasks database and edit the automation that we built earlier so going into our automation you can see that we have our formula that we created earlier and to modify this we can just do a command a get rid of everything and replace it with trigger page. nextd do and because next due already has all the logic that's Computing the next due date based on again our due date our recur unit our recur interval Etc we don't need anything else this basically just works so we'll go ahead and save that we're also setting the status back to to-do and that is the end of step two at this point you have advanced recur intervals that you can set and you have automatic processing of your recurring tasks in notion so from this point onward we're going to move into part three of this video where we can actually add task history to an ocean template so you can see a historical record of each time you've done the task in the past which is good for um habit tracking or if you're running a team could be good for compliance reasons making sure that everyone's actually doing what they're supposed to be doing whatever your purposes are we are now going to add this feature to our template and I'm going to use a demo copy of ultimate brain 3. 0 this is the newest version of our complete second brain template for notion this is launching publicly on Black Friday and it's also available in beta to anybody who currently has a copy of ultimate brain again I'm showing this on a demo of my template just to show this process in a bit more of a complex notion setup you can do this exact same thing on pretty much any notion database that you want so to start this process off I want to go back to my personal copy of ultimate brain and give you kind of a tour of everything we need to add here so first and foremost if I open up my little share details uh property panel here we need to add a couple of properties to our database first we're going to add a completed property and this is just going to automatically set the date on which the task was completed I think this is a really nice addition to recurring tasks setup in case you have like say an overdue task you can see when it was due versus when it actually got done and then more importantly up here in the recurring settings we need to add a relation property which I'm going to call occurrences and in occurrences we're going to take each historical record each time we've completed this task and Associate it with what I call the canonical recurring task because the way to imple ment this setup is to have a single task that uses the exact same recurring logic we've already set up in this video to move its due date and to set it status back to do but in addition to that to automatically create a duplicate of that task and set that duplicate to done status and then transfer over whatever other properties that we want effectively the duplicate here becomes the historical record and to again just sort of prime you here I'm going to go ahead and open up the automation that I've built right here and we you can see when the status is set to complete and again you could do this with a button if you're on the free plan we're going to add a brand new task to our tasks database we're going to be transferring over properties and don't worry if this is overwhelming I'm going to explain it all in just a second but we're going to transfer over all of our property values from the canonical recurring task along with a few other values and then after we've done that we're going to edit the canonical recurring task to that next do value and set it status back to do okay so to actually do this let's go over to our demo copy of ultimate brain 3. 0 and first we need to as always unlock our tasks database if it's locked so in Ultimate brain we have this databases and components uh page at the bottom of the homepage we can go there and then we can go into the tasks database right here if it's locked we'll go ahead and unlock it and then our first step is going to be to create our new properties so we go ahead and open up any page doesn't really matter and underneath General properties I'm going to show my hidden properties and I'm going to add a date proper property which I will call

### [25:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=1500s) Segment 6 (25:00 - 30:00)

completed and again this is going to be a property that we set automatically with the current date whenever we complete a task uh and then up inside of our recurring task properties area and again it doesn't really matter what section you're putting these properties in I just do this for organizational purposes and I've got a whole video on notion layouts if you want to do this kind of thing for yourself but in the recurring task properties I'm going to add a relation style property and I'm going to link this to the current database that we're on this is a relation property that essentially links to itself and it's not going to have a separate directions property either I'm going to call this occurrences and I had to recently teach myself how to spell this word go ahead and add the relation and now anytime we create a new what I'll call historical record for the task we're going to relate that record back to the canonical recurring task in this occurrences property step two in this process if we go back to the actual database is to create a database template for this type of recurring task that has task history inside of it so to do that we're going to go to this little blue uh Arrow here and this shows all of our templates these are basically just like sets of properties and blocks that we can automatically apply to a page when it's created and we're going to go with a new template here and I'm going to call this template recurring task with history let's go ahead and give it an icon and then here in the recur interval I'm going to go ahead and set this to one just so if this template is applied it's automatically going to essentially make this a recurring task uh given the filters that we set up earlier uh for automations I'm going to go ahead and close this and then down in the Page Body here this is the crucial bit we're going to create a task History Section so let's make a heading one call this task history and then we're going to create a list View and we're going to find the database that we are currently working with for our tasks database again the exact database that we're currently in we're going to make a view of that and we're going to go with new list view just like that I'll go ahead and not show the page icon not show the database title hit done we'll call this list and then in the properties the only properties I want to show in this view are the status and the completed property and to make things look a little nicer I'm going to go ahead and grab the status property and set it to the left of the name property and then I'm going to go in here and actually show it as a checkbox instead of as a select so if we look at this is actually looking pretty good uh and the next thing we want to do is go ahead and create a filter and again I like Advanced filters but in this case you could use a simple filter but we want to create a filter where the occurrences contains recurring task with history and this is probably my favorite feature in notion this is what's called a self-referential filter essentially when we spawn a new instance of this page say lift weights this filter is going to update to the lift weights page instead of pointing back to the template that we're creating right now which means that we're going to have a view of our tasks database which shows all these historical records we're creating as long as they are related to the canonical recurring task that is exactly how this works so we'll go ahead and save for everyone I think we will also sort this by completed date in descending order just so I can see my most recent historical records first and then we can make this a little fancier if we want I might go ahead and duplicate this list view call this one table maybe change the layout to a table view like that and then uh inside of my properties I'll go ahead and hide everything except for my completed and my due date so let's go ahead and get rid of all these default templates here and maybe we can keep status as well but let's find completed and in this table view we can essentially see both the due and the completed dates so in cases where you don't actually get a task done on its due date you can kind of see the gap between when you planned it and when you did it and that might help to shift your habits in the future in a positive direction finally because I think this is really cool I want to also add a chart View and I love instead of hitting the plus button here and having to select a database each time I love just duplicating views I already have and then changing their layout type so I'm going to call this one chart and I'm going to change its layout type to chart just like that we'll go ahead and edit the chart and in this case we want to show instead of the tag value our completed values and we want to group them by either week or month totally up to you I'm going to go with week for now you could choose month if you want wanted to uh we're going to set this as a line chart and then task count is exactly what we want on the Y AIS so essentially we're going to see groups of weeks on the x-axis and we'll see how many times we've done the task each week on the y- axis if you wanted uh months instead that may be more useful for Less frequent tasks you can do that and if you want to get further into charts I have an entire notion charts masterclass video we'll also link that in the description down below but for now we are going to move on because now we need to do the crucial bit we've created our template but now we need to actually edit our automation so we create these

### [30:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=1800s) Segment 7 (30:00 - 35:00)

historical records each time we do a recurring task so to do that we're going to go back to our tasks recurring database we're going to go into our automations and you can see here we have this automation called recurring tasks simple it's got simple here because in the actual ultimate brain template there is both the simple recurring tasks automation that we built in Parts one and two of this video as well as one called recurring tasks Advanced which would be right here uh and if you get ultimate brain you can just turn the simple one off and turn the advanced one that we're about to build from scratch on very easy uh but in this video instead of doing that we're actually going to change our simple automation to have the uh Advanced features so our trigger is going to be exactly the same when status is set to complete and I'll note again we're going to trigger this for all pages in The recurring view we've created where we're only showing recurring tasks not for everything uh and down here we have those two actions we defined earlier we're setting the uh d date to trigger page. nextd do and we're setting our status to the to-do value right here it might be not started if you have a stock status property I just like to do better so we're going to add an action and this action is going to be add page two and then we're going to find our tasks recurring database right here and we actually want to go ahead and do this first now this doesn't matter too much because in my testing it doesn't really matter what the order is you're going to essentially grab the trigger values from the canonical task as it was when the entire thing was trigged triggered but I think if they ever fix that we're going to want to have this creation happening before these values are changed so we want to have this happen first and essentially what we're going to do in each of these fields is take the value of the trigger page and bring it in to this new page we're creating in our tasks database so for the name property we can click the little edit as formula icon here and we can do trigger page. name just like that we can do the same for a property like project so go into this little project drop down we'll do custom formula and we'll do trigger page. project and we can do essentially the same thing for all the writable values so to show you this and to save some time I'm going to go back to my personal copy here and we're going to go into this Automation and study it a little bit so you can see we are setting the name uh we're bringing in the due date project and then we're doing a few other fancy things so I'll just show you right here we're bringing in people bringing in priority assig these are all the exact same concept trigger page do whatever the property is you're editing just grab that property value from your canonical task however there are a few special cases here we have occurrences we have description uh we have completed and we have status so let's go ahead and actually edit those in this video so we can make sure we're doing things correctly first and foremost let's actually edit our due date and we'll make sure that we're bringing over the exact due date from the uh trigger page so we'll do trigger page. do and this again is helping to create a historical record of when this instance of the task was due that's why I want to bring that over here uh but now let's do those special cases so let's go ahead and find occurrences and with occurrences instead of doing a formula we just want to go ahead and relate the trigger page to the page we're creating again this is going to create a link between the historical record the one that you see in that task history View and the actual recurring task the one that going to have its due date updated and the one that you're going to be checking off week after week or day after day uh and that is basically what allows our historical reference to show in that view additionally we want to edit the completed property that we created and instead of transferring a property from our canonical page for completed we just want to go ahead and set time triggered as the value there for our status property instead of bringing over the status we want to set this status to done again it's a historical record so done is exactly what we want and then finally I'm going to edit the description property and this is something that I would consider kind of optional but as you see in my actual copy of ultimate brain I've got all these historical records just called lift weights if I end up on one of these Pages there's really not a whole lot of detail on the page itself and I think that's just fine but if I want to get back to what I'm going to call the canonical task the actual recurring task where I might have more detail on the page I've gone ahead and automated the creation of this description value here just called canonical and then I linked to the lift weights uh actual task there so that's how I'm going to get back to the one that has the task history the one that might have a whole bunch of detail on the page body just like that and to do that we can very easily go into the formula editor for description and we could do some string concatenation so let's go with canonical and you could call this whatever you want I'm just going with that for now plus and then we'll do trigger page just like that so if you want you can go ahead and transfer anything else over that you want in terms of these properties what I would recommend probably not transferring over are parent and subtask values that can get a little messy I definitely don't

### [35:00](https://www.youtube.com/watch?v=xYu4bFcC9v4&t=2100s) Segment 8 (35:00 - 38:00)

recommend transferring over your recur interval recur unit or days values again this is a historical record we're creating not another recurring task but beyond that most of this can be transferred over if it makes sense for you to do so um I didn't transfer over weight date or snooze again that doesn't really make sense for tasks that are already done but everything else I actually did transfer over uh and once again if you want to see the reference there I'll pull it up one more time here it is that is exactly how I set things up so with all the values that you want to bring over set we can make sure that our due is actually being set back to my value on the canonical task again to next du we are setting the status 2 to do and of course you could add any additional automations you wanted to in Ultimate brain 3. 0 I heavily use a value called my day so when I check off recurring task I set my day to unchecked to get it out of my little my day area uh and once you are done with all of that you can hit save and your automation is now live you now have task history inside of notion and if we want to test things out let's go ahead and open up this lift weights task here we're going to apply our recurring task with history template we'll go ahead and open this up as a full page and wait for the actual template to apply and now that we have our task history view in here we can go ahead and set this to done wait for the automation to kick in and there we have our due date now set to November 20th our status is set back to to-do and our task history now has a historical record that we lifted weights on November 19th we can go to our table and we can see it was due then it was also completed then awesome if we don't want to see the time here we can actually edit this completed property and set the time format to Hidden to get rid of the time just like that and we've got this cool chart which right now only has one data point but eventually we'll have a ton and will basically give us a nice little habit tracking chart and that my friends is how you implement native recurring tasks inside a otion optionally with task history as well again if you want all of this done completely for you can grab one of my templates if you want the simple recurring tasks you can get the ultimate tasks template absolutely free in the description down below or if you want the task history feature completely done for you and you also want a complete second brain for notion you want note taking with web clip functionality you want task management project management a really powerful recipe and meal planner a library template for tracking the books you're reading and a whole lot more you can get ultimate brain 3. 0 in beta right now but uh available to anybody who buys the template immediately in the description down below that also helps to support to work that we're doing on this channel if you want to learn notion I mentioned a bunch of other videos in this video that will help you to gain some more foundational Knowledge from our videos on databases to layouts to automations check those out I'll have them all Link in the description down below you can also check out thomasj frank. com fundamentals for our notion Basics course along with my notion tips newsletter signup it's a great way to get notified when I make new tutorials and new templates so check that out thanks as always for watching and if you want to click something on the screen here's our video on notion database Basics full course for beginners check that out if anything in this video was confusing and here's our video on notion automations which can help you get an even better grasp on that powerful feature see you in the next one

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*Источник: https://ekstraktznaniy.ru/video/20794*