How do I create repeating or recurring tasks?

There are a few different ways you can create repeating or recurring tasks: (1) by setting up a monday.com automation on your boards, (2) by manually duplicating your boards and pulses, or (3) by creating an integration using Integromat. Keep reading to learn more... 

1. Using monday.com automations

You can now use monday.com automations to create a new pulse or a group of pulses every week on certain days and at specified hours. 

You can find these two automations store under the "Recurring Actions" category (and you can expect this category to keep growing!).

 

Learn more about how to automations work and how to add them to your boards here.

2. Duplicating your boards and groups

Alternatively, You can easily duplicate the structure and/or content of a board by duplicating a board, group, or pulse. It's as easy as 1, 2, 3! :)

To duplicate a board:

  • Step 1
    Click the Hamburger Menu icon (the 3 lines) on the right side of your board. Two options will appear: Duplicate Structure & Duplicate Structure and Content 

1.png

  • Step 2
    Choose Duplicate Structure if you want to duplicate the skeleton of the board (just the group names and column names).

2.png

  • Step 3
    Choose Duplicate Structure and Content if you want to duplicate the skeleton of the board plus the pulses within the groups (including the pulse names and the values that were already set in each column).

3.png

 

To duplicate a group:

  • Step 1
    Hover to the left of the group title, over the down arrow.
  • Step 2
    Click on the arrow to open the drop-down menu.
  • Step 3
    Select "Duplicate This Group" from the menu.

4.png

You can also automate the duplication of a group, as outlined in the section above!

 

To duplicate a pulse:

  • Step 1
    Hover to the left of the pulse's name, over the down arrow.
  • Step 2
    Click the arrow to open the drop-down menu.
  • Step 3
    Select "Duplicate this Pulse" from the menu.

5.png

You can also use a board you created as a template in your account! Once you do this, you and your team members will be able to re-create projects using the template you set up.

6.png

Customized board templates are available in the Standard plan and up. To read more about this feature, click here!

3. Using Integromat

You can also generate recurring tasks by creating an integration using Integromat. Click here to learn how. 

If you have any questions, feel free to reach out to our customer success team at support@monday.com :) We'd love to hear from you!