Time-based automations

Time-based automations

TL;DR: Trigger subitem actions on a schedule or when a specific calendar date arrives. Useful for recurring reviews, scheduled audits, project phase transitions, and time-driven workflows.

When to use these automations

  • Weekly or monthly recurring reviews / status reports / audits
  • Project phase transitions tied to specific dates (launch day, sprint end, fiscal quarter)
  • Time-based cleanup ("when sprint ends, archive completed tasks")
  • Scheduled handoffs (deadline triggers ownership change)

Recipes

Recipe (exact text from automation center)
Use when
Deep-dive
"Every time period, create a subitem with this name on this item."
Auto-create a named subitem on a schedule (every Monday, monthly, custom interval).
 Recurring subitems on a time period⁠ 
"When date arrives, set all subitems status to value."
Flip a batch of subitems to a new status on a calendar date.
 Subitem actions when a specific date arrives⁠ 
"When date arrives, move all subitems with this status in this status column to this item."
Handoff at a specific date — move filtered subitems to another parent.
 Subitem actions when a specific date arrives⁠ 

Before you start

  • For recurring: identify the parent item where subitems should appear, plus a schedule
  • For date-arrival: a Date column on subitems or items, plus the trigger logic

Deep-dives

Related

  •  Date & timeline automations⁠  (date sync, defaults, rollup patterns)
  •  Move, archive & copy subitems⁠  (status-triggered move/archive)
  •  Full recipe library⁠ 

Still stuck?

Email  hello@fantasymedia.io  and we'll help you set up the right schedule.