Finally, a way to create recurring tasks in monday.com
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Finally, a way to create recurring tasks in monday.com
Charlie Courtney
20th April, 2023
Charlie Courtney
20th April, 2023
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Getting started
How to create recurring tasks
How to schedule recurring tasks
Finally, a way to create recurring tasks in monday.com. Never miss anything important again, thanks to the latest app from your friends at Upscale - Recurring Tasks for monday.com.
Recurring Tasks for monday.com - the next step in optimising your boards to the max
Greetings friends. Earlier this year, we were delighted to bring you our very first fully integrated app for monday.com - Unlimited Subitems.
In our continuing quest to help you optimise your monday.com experience to the max, we're now proud to bring you Recurring Tasks for monday.com. Our new app empowers you and your teams to take your monday.com use to the next level by accurately reflecting routine or regularly recurring tasks in your monday.com boards, calendar, timelines, Kanban, and reports.
Read on to learn all about the latest app from your friends at Upscale, how to create recurring tasks in monday.com using the tool, and how to get started for free today!
In our continuing quest to help you optimise your monday.com experience to the max, we're now proud to bring you Recurring Tasks for monday.com. Our new app empowers you and your teams to take your monday.com use to the next level by accurately reflecting routine or regularly recurring tasks in your monday.com boards, calendar, timelines, Kanban, and reports.
Read on to learn all about the latest app from your friends at Upscale, how to create recurring tasks in monday.com using the tool, and how to get started for free today!
Never miss anything important again with Recurring Tasks for monday.com
Recurring tasks - we all have them in some shape or fashion.
Whether you're a content creator or social media manager looking to schedule regular LinkedIn, Twitter or Instagram posts, or a Project Manager updating daily sprints, perhaps you work in Accounts or Finance and need to send regular expense reports. Whatever your role, we all have tasks that we perform regularly; they become almost second nature to us.
But what if your wider team needs visibility over those tasks? What if you need to easily and quickly share important dates and deliverables with your key stakeholders? Having to do so manually often takes more time out of your already busy day.
Thankfully, there's now an easier way. Step forward Recurring Tasks for monday.com. Our new app allows you to:
Whether you're a content creator or social media manager looking to schedule regular LinkedIn, Twitter or Instagram posts, or a Project Manager updating daily sprints, perhaps you work in Accounts or Finance and need to send regular expense reports. Whatever your role, we all have tasks that we perform regularly; they become almost second nature to us.
But what if your wider team needs visibility over those tasks? What if you need to easily and quickly share important dates and deliverables with your key stakeholders? Having to do so manually often takes more time out of your already busy day.
Thankfully, there's now an easier way. Step forward Recurring Tasks for monday.com. Our new app allows you to:
- Save time by creating and scheduling recurring tasks: easily schedule repeating items in your monday.com board from the side-panel view in a single step.
- Accurately reflect recurring tasks in your monday.com boards: see repetitive tasks scheduled on your boards, calendar, timelines, Kanban, and reports. Get better visibility on your future tasks to plan and allocate resources effectively.
- Gain better visibility and control of each recurrence: each recurring item is a native monday.com item. So, you can see it in your reports, timelines and everywhere else in monday.com that items are used, and edit each task individually. Have more control over scheduling recurring tasks by selecting customisable end dates, repetitions, and working days.
- Avoid cumbersome workarounds: you no longer have to create recurring tasks manually, use suboptimal automations, or set regular reminders in your calendar. With just one step, you can now have all your recurring tasks show in your monday.com boards.
How to create recurring tasks in monday.com
First, add Recurring Tasks for monday.com to your workspace!
Once you've installed Recurring Tasks for monday.com, follow the steps below to start creating your recurring tasks:
Once you've installed Recurring Tasks for monday.com, follow the steps below to start creating your recurring tasks:
Getting started
- Click on an item to open the item side panel view and add the Recurring Tasks item view to your board.
- Do this by clicking on the ‘+’ symbol at the top right of the side panel view, and selecting ‘Apps’.
- After adding the app, you will now see Recurring Tasks in the side panel view’s tabs.
Creating recurring tasks
To create a recurring task:
- Hover over the item and select the ‘Open’ option to open the side view panel.
- The selected item should be the original task you want to reschedule.
You can also select the ‘...’ icon to the left of a row when you hover over it and then select ‘Open' to open the side panel view.
On the top of the side panel view, make sure the Recurring Task tab is selected to open the options. Once in the options:
- Hover over the item and select the 'Open' option to open the side panel view. On the top of the side panel view, make sure the Recurring Tasks tab is selected to open the options.
- Once in the options, select the 'Start date', how often you want the task to repeat ('Daily', 'Weekly', 'Monthly' or 'Yearly'), and when you want the recurrence to end.
- When you have finished selecting the options, click 'Save', and the recurring items or subitems will be created in your monday.com boards automatically.
- Make sure to have the dates in chronological order in the date column. To do this, click on the arrow circle at the top of the column. It will show blue when activated, meaning the dates will now be chronological.
Selecting the schedule
After selecting the start date, then choose when you want the recurring tasks to repeat. You can select 'Daily', 'Weekly', 'Monthly', or 'Yearly'. With the 'Weekly' option, you can select the days of the week. With the 'Monthly' and 'Yearly' options, you can select the specific week, day, and month.
Set by start date, end date or by number of repetitions
When creating a recurring task, you can specify how many recurrences to create by selecting either the start date, end date or the number of repetitions required.
Start date
When creating a recurring task, select a start date in the drop-down calendar. This assigned date will be considered the start date of the recurring tasks. The selected start date will become the date of the first item of the recurring task batch.
When creating a recurring task, select a start date in the drop-down calendar. This assigned date will be considered the start date of the recurring tasks. The selected start date will become the date of the first item of the recurring task batch.
End date
To select by the end date:
To select by the end date:
- Select and activate the ‘On’ button and then click on the calendar field to drop down the calendar view.
- In the calendar view, select the date you want the recurrence to end and click ‘Save'.
Number of repetitions
To select the end by the number of repetitions:
To select the end by the number of repetitions:
- Select and activate the 'After’ button, then select the repetition box for the drop-down menu.
- Select the number of repetitions required for the recurring task, then click ‘Save’.
Editing individual recurring tasks
Each recurring item is a native monday.com item, so you can see it in your dashboards, reports and timelines.
This also means you can edit each recurring task individually. To do this:
This also means you can edit each recurring task individually. To do this:
- Hover over the item and select the ‘Open’ option to open the side view panel.
- Here, you can add comments, add attachments and update the status.
Recurring Tasks for monday.com - next steps
Voila! You now have a way to easily create recurring tasks in monday.com, so you’ll never miss anything important again.
Make sure you head over to our hub page on the Upscale website for all the latest tools, news and resources. There, you'll also find our FAQs, information on Recurring Tasks for monday.com's paid plans, and how to choose one that's right for your team.
If you would like to provide feedback on the app or have any questions, please get in touch, and one of our friendly Upscale team will be happy to help.
Finally, as our friends and monday.com like to say, 'Done'.
Make sure you head over to our hub page on the Upscale website for all the latest tools, news and resources. There, you'll also find our FAQs, information on Recurring Tasks for monday.com's paid plans, and how to choose one that's right for your team.
If you would like to provide feedback on the app or have any questions, please get in touch, and one of our friendly Upscale team will be happy to help.
Finally, as our friends and monday.com like to say, 'Done'.
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Written by
Charlie Courtney
Senior Content Marketing Manager
Charlie is the Senior Content Marketing Manager at Upscale, and has worked in B2B/B2C marketing for nearly a decade. Charlie is responsible for crafting integrated content marketing campaigns that elevate our products, champion our brand, and create memorable experiences for our customers.
monday.com
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