How to Setup Monday.com Recurring Tasks? – 5 Simple Steps
If you are into project management then you are looking for ways to be more productive. That’s why I was excited to learn about Monday.com recurring tasks.
With recurring tasks, you can set up a task to repeat regularly. This is great for tasks that need to be done regularly, but don’t necessarily need to be done daily. For example, you could set up a recurring task to update the timesheet every Friday.
Recurring tasks can be scheduled to run on a daily, weekly, monthly, or yearly basis. You may optionally indicate the day of the week or month the task should be performed again. You might, for example, create a repeating task for project planning on the first of every month.
Create a new task and pick the “recurring” option to set up a recurring job. Then, describe how frequently you want the task to be repeated.
Recurring tasks might be an excellent strategy to increase your productivity. You may free up your time by scheduling chores to recur regularly.
Table of Contents:
- What are Recurring Tasks?
- Benefits of Recurring Tasks
- How to Setup Recurring Tasks on Monday.com
- The Conclusion
- Frequently Asked Questions
What are Recurring Tasks?
Recurring tasks are tasks that repeat at a specified interval. These tasks are scheduled to be completed on a regular basis.
Benefits of Recurring Tasks
There are several benefits to recurring tasks:
1. They can help to keep you organized by reminding you to complete a task on a regular basis.
2. They can help you to remember deadlines or appointments that occur regularly.
3. They can help you to keep track of progress on tasks that need to be completed over a period of time.
4. They can help you to avoid forgetting about important tasks.
5. They also provide you with a simple and neat workflow.
How to Setup Recurring Tasks on Monday.com
With recurring tasks, you can set up your tasks to repeat on a schedule that works for you. So whether you need to remember to create tasks every month or send out a weekly reminder to your team membersr, you can set it and automize it.
Here’s how to get started with recurring tasks on Monday.com:
1. Log into your account, in the homepage, click on the “Workflow center” from the top-right corner.
2. Click on the “Create Custom workflow”.
3. Search for “every time period” then choose the recurring date.
4. Choose the “task” or “item” which needs to be recurred in the selected time period.
5. After selecting the task and the action item Click on “Create Automation.”
And that’s it! Now you can rest assured that your recurring tasks will be taken care of without you having to lift a finger.
After you have determined the frequency, you may specify when you want the task to begin and terminate. For instance, you want a task to run every week but just on Mondays. Alternatively, you may want a task to run every month, but just on the beginning of the month.
Click on a recurring activity in your task list to view or update it. This will open the task details window, where you can make any necessary modifications.
Recurring tasks are an excellent approach to keep track of things that must be completed on a regular basis. They can also assist you in being organized and on track with your job.
Related Reads:
- How to Create a Monday Gantt Chart? – 8 Effective Steps
- Monday.com Dependencies – Tips and Types Explained [2022]
- 10 Steps to Know about Task Management on Monday.com
The Conclusion
One way to procrastinate from doing a recurring task is to make it seem as though you are doing something else, something of higher priority. This is why many people with micro-tasks leave them open on a computer and have them recurring on automatic. With the introduction of Monday.com, it is now easier than ever to view, update, and maintain those tasks on a recurring schedule.
Note: Monday.com recurring tasks feature is available only for the pro and enterprise version. But this feature can be tried using the free trial version.
If you’re looking for a tool to help you manage your tasks and projects, be sure to check out Monday.com.
For courses on project management and tools, please check our course list.
For more information on project management software and methodologies, you may read our blogs.
Frequently Asked Questions
1. How do I create a recurring task on Monday.com?
In order to create a recurring task on Monday.com, you will need to click on the “add task” button and go to “workflow centre” then “create custom workflow” based on your tasks frequency and needs.
2. How often can I create a recurring task on Monday.com?
Recurring tasks can be created on a daily, weekly, monthly, or yearly basis.
3. How do I edit a recurring task on Monday.com?
To edit a recurring task, you will need to click on the ‘Edit’ button located next to the task. You can modify the task name, date, assigned person, dependencies, timeline and other elements.
4. How do I delete a recurring task on Monday.com?
To delete a recurring task, you will need to click right click on the task and then click on “’delete” from the drop down menu.
Simon Calder
Chris “Simon” Calder was working as a Project Manager in IT for one of Los Angeles’ most prestigious cultural institutions, LACMA.He taught himself to use Microsoft Project from a giant textbook and hated every moment of it. Online learning was in its infancy then, but he spotted an opportunity and made an online MS Project course - the rest, as they say, is history!
