Learn how to streamline repetitive tasks with Monday.com’s recurring task automation. Choose a trigger period and create new items or duplicate existing groups on your board. Set up notifications for team members when the automation is complete, saving valuable time and resources. Follow step-by-step tutorials to set up custom workflows for recurring tasks, such as inventory checks or sending bills to clients.
Create Recurring Tasks in Monday.com
- Ross from Monday.com is introducing recurring task automation.
- This automation can save time for tasks that are repeated weekly or monthly.
- The custom automation builder allows users to select a trigger period (daily, weekly, or monthly).
- Users can create new items with chosen columns or duplicate existing groups on their boards.
- Notifications can be set up to alert team members when the automation is complete.
- This example shows how a construction business uses automation for inventory checks.
- Michael is notified when it’s time to do the check and has everything he needs to complete it efficiently.
- Automations eliminate manual work and help reach goals faster.
- Ross signs off with, “Bye for now.”
- Recurring task automation is a helpful tool for streamlining repetitive business tasks and saving valuable time and resources.
How to Set up Recurring Tasks on Monday.com
- The tutorial is about how to do recurring tasks on Monday.com.
- Recurring tasks are not directly built into the software, so a workaround with automation is needed.
- A second status column needs to be created for recurring tasks.
- The new column should be named “recurring” and set up for the desired frequency (e.g., monthly).
- Automation needs to be created that triggers when the original status column changes to “done.”
- The automation should only play if the task is marked as recurring in the second status column.
- When triggered, the automation sets the due date 30 days ahead and resets the task’s status to “working on it.”
- This process can be used for recurring tasks, such as giving medication to a pet once a month.
- Other tricks can also be used with this method, such as moving tasks between columns or sending emails.
- Feedback and questions can be left in the comments section of the tutorial video.
How Do I Add a Recurring Task on Monday.com?
- The video is about setting up recurring tasks on Monday.com.
- A new group needs to be created for the recurring task.
- A new column needs to be added and named “recurring.”
- Templates like “done,” “working on it,” and “stock” need to be removed from the status column.
- A new label with color needs to be added, such as monthly.
- To set up automation, go to the workflow center at the top of the page.
- Create a custom workflow that sets a date when the status changes to done and pushes it by one month using automation.
- When someone completes a task, they must do it again every month because it’s recurring.
- Click create automation after setting everything up correctly.
How to Create a Recurring To-Do List Board on Monday.com
- The tutorial is about creating a recurring to-do list board that syncs with your main to-do list board.
- This can be used for tasks like sending recurring bills to clients.
- Start by creating a new board and deleting unnecessary columns.
- Add date icons for the item’s creation date and the due date on the main to-do list.
- Rename the item and add additional columns like notes and status.
- Use automation to create an item in the main to-do list when the date arrives, set due dates, assign people, etc.
- You can also push dates forward using automation so that items are created at regular intervals (e.g., every month).
- Using a separate recurring items board is more accessible than trying to automate everything within your main to-do list board.
- You have more flexibility with adding special notes or processes when using a separate board for recurring items.
- You can also set specific dates for when items get created by adding statuses like “monthly” or “weekly” and setting up corresponding automation based on those statuses.
How Do I Schedule a Recurring Task on Monday?
- The video is part of Omnito’s how-to series.
- The topic is setting up recurring tasks.
- To create a recurring task, automation needs to be built.
- Click on “Automate” and add new automation.
- Choose a template or build a custom one for the period (e.g., every two weeks).
- Select the day and time for the task to recur (e.g., Wednesdays at lunch).
- Please create a new item in the board where you want it to appear (e.g., Production group).
- Name the item and assign it a status when created.
- Fill in any additional information needed for the task.
- Once completed, save and activate your automation to create your recurring task automatically according to your chosen schedule.
How To Set Up Recurring Tasks On Monday.com
- The video is about setting up recurring tasks on Monday.com.
- To start, create an account on Monday.com and name your task or group section.
- Adding recurring tasks is not automated but can be done manually by adding a new column for statuses.
- Rename the second status as “recurring” and remove excess labels to add only “working on it” and “done.”
- Click on Workflow Center to set up automation for recurring tasks.
- When the status changes from “recurring” to “working on it,” push the due date by a certain number of days (e.g., 15 days).
- You can add more integrations, like email notifications when the status changes.
- This feature is only available in premium versions of Monday.com, with 250 animations and integrations with a timeline calendar and guest access.
- A 14-day free trial is available for those who want to try the premium version before upgrading their account.
- Monday.com offers many features that help optimize workflow, making it an excellent option for paid project management software users who value details and specificity in their work processes.
How to Create Monday.com Recurring Tasks?
- The video explains how to create recurring tasks on monday.com.
- The presenter’s name is Nick, and he welcomes viewers to the channel.
- Viewers who need help setting up their monday.com system can check out his website for assistance.
- To create custom automation, go to “Automate” in the top right-hand corner of the screen and select “Create Custom Automation.”
- Define when the task should occur by selecting “Every Period” and choosing daily, weekly, or monthly options.
- In this example, the presenter selects the 28th of every month at 10 am as a reminder to run payroll.
- After defining period criteria, create an action by selecting “Then Do This,” such as creating an item or notifying someone about it.
- Additional options include assigning status and changing group values for each task created automatically.
- Viewers can also set up notifications for themselves or others using the plus button on-screen.
- The presenter encourages viewers to like and subscribe if they find this video helpful and offers contact information for further questions or support needs.
Monday.com Tips and Tricks
- The video provides tips and tricks for using Monday.com.
- To make the tutorial easier, a new workspace is created.
- Workspaces are separate areas that cannot be integrated.
- It’s recommended to have a singular workspace if people need to interact between departments in a business.
- Boards can be added within workspaces for different departments or teams.
- Groups help organize tasks within boards by status or time frame.
- Automation can be set up to notify team members of completed tasks or changed statuses.
- Dashboards provide analytics for multiple boards and can be made private for specific users.
- Integrations with apps like Google Drive and Typeform can improve workflow efficiency but should only be added if necessary and understood how to use them properly.
- Monday.com offers free and paid plans with varying features such as private board stocks, chart views, time tracking, formula columns, automation, integrations, and dashboard creation capabilities combining up to 10 boards depending on the plan chosen by the user.
Recurring Task Notion Template
- The notion has released a new feature called recurring tasks.
- The feature is long-awaited by the community, and the speaker will show how to use it.
- The tutorial starts with a blank slate, but a page in the description can be duplicated for following along.
- Recurring pages can be created from templates and set to repeat daily, weekly, monthly, or yearly.
- However, only the created time property populates on the calendar view.
- A formula can display dates instead of created time if desired.
- New tasks are added through the “new” button rather than directly on the calendar view.
- Inline dates can make repeated titles more unique and easier to search for later.
- Task lists can be connected to calendars using relation properties
- The speaker shares their setup and thoughts about improvements that could be made to this new feature
Monday recurring tasks refer to tasks or activities scheduled to be completed regularly on Mondays. These tasks are typically set up to occur on a weekly or bi-weekly basis, depending on the specific needs and preferences of the individual or organization.
Examples of Monday recurring tasks may include:
- Weekly team meetings: Many teams or departments hold regular meetings on Mondays to discuss progress, goals, and plans for the week ahead.
- Reporting: Some organizations have a weekly reporting system where employees submit progress reports or updates on Monday mornings.
- Planning and goal setting: Monday can be an excellent day to review the previous week’s accomplishments, set goals for the upcoming week, and create a plan of action.
- Email management: Some people allocate time on Mondays to organize and respond to emails accumulated over the weekend, ensuring a fresh start to the week.
- Task prioritization: Mondays can be a great time to prioritize tasks for the week, assess deadlines, and determine the most critical and urgent items to focus on.
- Project updates: If you’re involved in ongoing projects, Mondays might be the designated day to provide updates on project status, share progress reports, or discuss any challenges.
- Team coordination: Monday can serve as a day for team members to sync up, coordinate efforts, and align their activities for the week.
The specific tasks can vary depending on individual or organizational needs. Still, the key idea is to establish a routine of recurring activities that help set the tone and direction for the week ahead.