I think the single year is still working for me, but if not the other option would be to use work start date minus xxx. So for instance, if you have things starting in Jan 2023 that you want to say “2022 NAME” use start date minus 30 days, or even 365 days, etc.

We do this a lot for the monthly tasks. We use start date minus 28 days (since no month is shorter then 28 days) and just display the month. It works really well, as anything started in Feb says “Jan Name”.

I have a question around annual compliance work dates and recurring dates. 

We schedule work according to our team capacity, which means work start/due dates fall either side of the calendar year. They are also subject to change. 

I would love some advice on how other firms manage this with the recurring work items because some jobs will be start date current (calendar) year and some will be start date prior (calendar) year. 

We considered using the deadline date, but would then have to get all the dates pulled in and if this would even work. 

It would be great if we could just nominate a year and it automatically +1 year when its on a yearly schedule.