Stop wasting time repeatedly creating the same tasks in monday.com! This step-by-step guide shows you how to effortlessly set up recurring tasks, automating your workflow and freeing up valuable time. Learn how to schedule daily, weekly, monthly, or custom recurring tasks, ensuring consistent progress on your projects. Maximize your monday.com experience and boost your productivity with this simple yet powerful feature. Let's get started!
Step-by-Step Instructions
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Access Board Automations
- Access the 'Automate' button in the top right corner of your monday.com board.
- Select 'Board Automations' from the menu.
- Click 'Add automation'.
Access Board Automations -
Set Recurrence Trigger
- Choose the 'When this happens' trigger and select 'Every time period'.
- daily, weekly, or monthly. Specify the frequency (e.g., every 3 days, every 2 weeks).
- Set the time of day for the automation to run.
Set Recurrence Trigger -
Define Recurring Task Details
- Select the 'Action' – typically 'Create item'.
- group, name, assignee, status.
Define Recurring Task Details -
Create the Automation
- Click 'Create Automation'.
Create the Automation -
Important Note: Date Column Limitation
- The date column cannot be automatically populated (a limitation in monday.com).
Important Note: Date Column Limitation
Tips
- To edit an existing recurring task automation, find it in the automations list, click the three-dotted button, and select 'Edit Automation'.
- You can modify the frequency, assigned person, item details, etc. within the edit menu.
Common Mistakes to Avoid
1. Incorrect Date/Time Settings
Reason: Recurring tasks might not appear or appear at the wrong time due to incorrect date, time, or time zone settings in the recurrence settings or your monday.com profile.
Solution: Double-check the date, time, time zone, and recurrence settings to ensure they accurately reflect your desired schedule.
2. Overlooking the 'End Date' Setting
Reason: Without an end date, recurring tasks will continue indefinitely, potentially clogging your board and wasting resources.
Solution: Always specify an end date for your recurring tasks to ensure they stop automatically when no longer needed.
3. Using an Incorrect Recurrence Pattern
Reason: Choosing the wrong recurrence type (e.g., daily instead of weekly) leads to tasks appearing at unwanted intervals.
Solution: Carefully review the available recurrence options (daily, weekly, monthly, etc.) and select the pattern that accurately matches your desired frequency.
FAQs
Can I set a recurring task to run only on specific days of the week or month?
Yes! When setting up a recurring task, you have options to specify the days of the week (e.g., Mondays and Wednesdays) or specific dates within a month (e.g., the 1st and 15th). This allows for highly customized recurring schedules.
What happens if my due date for a recurring task falls on a weekend or holiday?
Monday.com handles this automatically. If your recurring task is due on a weekend or holiday, it will typically move the due date to the next business day. However, you can adjust this behavior within your account settings if needed.