You can set up any number of tasks using qualifiers to make the task specific to a group or individual. Click the Tasks icon and click Automations.
Click the + sign.
In this example we will set automated tasks to give us a list of men and women over the age of 18 who have a birthday in the current month. Give the task a name. Choose whether the task will repeat or not.
Choose the action.
Choose a person or group to assign the task to.
Give the task a title, note and save.
Now choose the conditions of the task.
Choose the conjunction “And” or “Or”.
Add a condition.
Choose a condition type.
Choose what part of the date.
Choose an operator.
Choose a month qualifier.
The conditions show at the bottom of the Automation Details
Automated Tasks will show up when you click the Tasks icon. Automated Tasks are processed each night at 12:00am