> how exactly do you automate those 'one-off' per year tasks These were quarterly reviews. Basically I had it copy/paste verbatim the BS from the previous rev

> how exactly do you automate those 'one-off' per year tasks These were quarterly reviews. Basically I had it copy/paste verbatim the BS from the previous review. This worked for everything except accomplishments. These were 'completed' tasks (from my time reporting) for the reporting period copied into that section.