How to create recurring tasks in monday.com
Jack Wallen shows you how easy it is to create a recurring task on monday.com to streamline your workflow.
Every project is a seemingly endless stream of tasks for you to create, manage, and complete. But not every task is unique: Some tasks have to be repeated over and over again, even at regular intervals. Such repetitive tasks can be tedious if continuously created every time they are needed. If you have such actions that need to be repeated, you can always turn to recurring tasks on monday.com.
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For example, let’s say you have a daily meeting and want that meeting automatically added to your scheduling dashboard. How you do that? They use the monday.com automation tool. Let me show you how.
What you need to create recurring tasks
All you need to create a recurring task is a monday.com account. The only thing you should know is that the automation feature is not part of the individual plans (free) or the basic plans ($8/seat/month).
To add automations, you must be on a Standard ($10/seat/month), Pro ($16/seat/month), or Enterprise (contact sales) plan. If you’re using either of the two plans below, you’ll need to migrate up the ladder a jump or two before you can create recurring tasks on monday.com
How to create a recurring task
Sign in to your monday.com account and navigate to the workspace that uses the recurring tasks. From any view in the workspace, click Automate (Figure A).
Figure A
In the resulting window (Figure B), click Create custom automation.
Figure B
In the Custom Automation builder (Figure C), enter each time period in the When This Happens text box.
Figure C
After adding Any Period, click it to show the date picker (Figure D).
Figure D
Select the exact date and time for the task, then click the Then do this box and type create item. Once added, click An item and then in the popup (Figure E) Customize the item to add.
Figure E
After you customize the item, click Create Automation and your recurring task is complete (Figure F).
Figure F
If you ever need to turn off the recurring task, just go back to Automations, click the Board Automations tab, and then click the ON/OFF slider for that task until it’s in the OFF position.
And that’s all there is to creating a recurring task on monday.com. Play around with this feature and you’ll find that the Custom Automations tool comes in very handy for creating some really useful recurring tasks. Let these tasks come.
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