How do I create repeating or recurring tasks?

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! :)

Note: If you are trying to automatically generate recurring tasks, you will need to create an integration. You can read how to set that up through Integromat here. If you prefer to duplicate tasks without an integration, please continue reading.

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 

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

  • 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).

 

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.

 

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.

 

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.

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

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!

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