Recurring Tasks for monday.com
Learn how to create and schedule recurring tasks in your monday.com boards.
Thank you for installing Recurring Tasks for monday.com! To begin creating and scheduling recurring tasks in your monday.com boards, open the item side-panel view by hovering over an item and select the Open option.
You can then add the Recurring Tasks item view to your board by clicking on the + symbol at the top right of the side-panel view, then selecting Apps.
After adding the app, you will now see Recurring Tasks in the side panel view’s tabs.
App walkthrough
Watch Amalia, the Recurring Tasks Product Marketing Manager, take you through a complete tour of the app's features and functionality.
The concept
Recurring Tasks is the first app that lets you create any number of recurring items or subitems all at once. You can accurately reflect routine or regularly occurring tasks in your monday.com boards, calendar, timelines, Kanban, and reports. Save time planning tasks and never miss anything important again!
Creating recurring tasks
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 Task 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), when you want it to show up on your board, 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 or will be created on the scheduled date selected. See the image for the order of steps to create a recurring task. 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.
Creating recurring subitems
In order to create a recurring subitem, you must install the app again in the side panel view of the subitem. You only have to do this once with a subitem, and then the app will install itself in all existing and future subitems automatically. You can add the Recurring Tasks item view to your subitem by clicking on the + symbol at the top right of the side-panel view, then selecting Apps. After adding the app, you will now see Recurring Tasks in the side panel view’s tabs of your subitem. You can create a recurring subitem the same way you create a recurring item.
Scheduling recurring tasks
When creating a recurring task, you can specify how many recurrences to create by setting up the start date, schedule and then selecting the end date or the number of repetitions required. You can also choose whether they're created the day before they're due or on the day itself with automatic scheduling. After clicking save, your recurring tasks will show immediately or will be scheduled to show on the selected date.
Selecting the 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.
Scheduling
Selecting the schedule
After selecting the start date, you must select when you want the recurring tasks to repeat. You can select daily, weekly, monthly, or yearly. With weekly, you can select the days of the week, and with monthly & yearly you can select the specific week, day, and month.
Start automatic scheduling
Choosing when your recurring tasks appear on your board
Once you've set the schedule, you can determine when you want your tasks to appear on your board. You have the option to display them all at once, on the due date, or on a custom date (e.g. 7 days before). Opting for 'on the due date' or 'custom date' activates the automatic scheduling feature, eliminating the need for further action, as tasks will then be created automatically. You can remove the scheduled automation without impacting existing tasks on your board.
End automatic scheduling
Turn off automatic scheduling
You can easily manage your scheduling preferences in the Recurring Tasks app. Simply head to the automatic scheduling settings to review and adjust as needed. When you're ready to stop automatic scheduling, just toggle the feature off. Your existing tasks will remain on the board, while future scheduled items won't be created anymore.
End date
Selecting to end on a specific date
To select by 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 then click save.
Number of repetitions
Selecting to end after a specific number of repetitions
To select end by 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 and then click save.
Selecting the 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.
Selecting the schedule
After selecting the start date, you must select when you want the recurring tasks to repeat. You can select daily, weekly, monthly, or yearly. With weekly, you can select the days of the week, and with monthly & yearly you can select the specific week, day, and month.
Choosing when your recurring tasks appear on your board
Once you've set the schedule, you can determine when you want your tasks to appear on your board. You have the option to display them all at once, on the due date, or on a custom date (e.g. 7 days before). Opting for 'on the due date' or 'custom date' activates the automatic scheduling feature, eliminating the need for further action, as tasks will then be created automatically. You can remove the scheduled automation without impacting existing tasks on your board.
Turn off automatic scheduling
You can easily manage your scheduling preferences in the Recurring Tasks app. Simply head to the automatic scheduling settings to review and adjust as needed. When you're ready to stop automatic scheduling, just toggle the feature off. Your existing tasks will remain on the board, while future scheduled items won't be created anymore.
Selecting to end on a specific date
To select by 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 then click save.
Selecting to end after a specific number of repetitions
To select end by 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 and then click save.
Creating recurring patterns
When creating a recurring task, you can select different options on how you want the task to repeat to create a specific recurring task pattern.
Setting a task bi-weekly (e.g. Monday and Thursday)
- Look for the “repeats every” section.
- In the first numeric field, enter "1" to indicate that the task should be repeated every week.
- Select ¨week¨ in the drop-down menu.
- Select the two days of the week you want the task to repeat.
Fortnightly
Fortnightly
- Look for the ¨repeats every¨ section.
- In the first numeric field, enter "2" to indicate that the task should be repeated every two weeks.
- Select ¨week¨ in the drop-down menu.
- Select the day of the week you want the task to repeat. You can select multiple days of the week.
Quarterly
Setting a task quarterly
- Look for the ¨repeats every¨ section.
- In the first numeric field, enter "3" to indicate that the task should be repeated every three months.
- Select ¨months¨ in the drop-down menu.
- Select the specific day or day of the week you want the task to repeat.
Setting a task bi-weekly (e.g. Monday and Thursday)
- Look for the “repeats every” section.
- In the first numeric field, enter "1" to indicate that the task should be repeated every week.
- Select ¨week¨ in the drop-down menu.
- Select the two days of the week you want the task to repeat.
Fortnightly
- Look for the ¨repeats every¨ section.
- In the first numeric field, enter "2" to indicate that the task should be repeated every two weeks.
- Select ¨week¨ in the drop-down menu.
- Select the day of the week you want the task to repeat. You can select multiple days of the week.
Setting a task quarterly
- Look for the ¨repeats every¨ section.
- In the first numeric field, enter "3" to indicate that the task should be repeated every three months.
- Select ¨months¨ in the drop-down menu.
- Select the specific day or day of the week you want the task to repeat.
What is Recurring Tasks for monday.com?
Recurring Tasks for monday.com is the first app that lets you create any number of recurring items all at once. You can accurately reflect tasks that are routine or regularly occurring in your monday.com boards, calendar, timelines, Kanban and reports.
How can I create a recurring task in monday.com with a subitem?
Open a subitem task already created on your board and install Recurring Tasks in the side panel view tab. For Recurring tasks to work for subitems as well, the app must be installed once in a subitem task in the side panel view tab.
Where can I learn about Recurring Tasks for monday.com?
Read our intro blog for help getting started with Recurring Tasks for monday.com. Get step-by-step instructions, along with some example use cases.
What happens if I uninstall Recurring Tasks for monday.com?
If you uninstall Recurring Tasks for monday.com, you won't be able to continue using the app. However, the recurring tasks you created will remain, and you can continue to edit and interact with them.
Can I edit the batch of recurring tasks I created and edit or delete them all together?
You cannot edit already-created recurring items in a batch; you must edit/delete them individually.
Who can use Recurring Tasks for monday.com?
Once installed, Recurring Tasks for monday.com is available for everyone in that monday.com account. Just add the app to each board directly from the item view in that board.
Can I choose when I want my tasks to show up on my board?
Yes! With automatic scheduling, you can select if you want the task to be created on the due date or on a custom date e.g. 7 days before.
Can I select a no-end date?
Currently, all recurring task creations must have an end date. However, you can schedule the tasks to end whenever you want. For example, to end after five years.
Can I stop or delete the scheduled recurring task?
Yes, you can stop or delete the automatically-scheduled recurring task at any time by accessing the recurring task detail.
What happens when I stop the automatic scheduling?
Stopping the automatic scheduling of a recurring task does not delete the original item. Instead, it pauses the schedule while keeping the previously-created items on your board.
Why is it necessary to keep the last recurring task created with automatic scheduling?
Keeping the most recent item is crucial because it retains the automatic scheduling information. If an item is deleted, then the automatic scheduling will stop.
What happens if a task is completed before its due date?
If a task is completed before its due date, the automatic scheduling will continue as usual, with the next occurrence appearing on the scheduled date.
Can I create recurring tasks with different recurrence patterns and automatic schedules on the same board?
Yes, you can create recurring tasks with different recurrence patterns and schedules on the same board, giving you more flexibility to tailor the recurrence settings based on each task's specific requirements.
Is pricing per user or per account?
Once installed, Recurring Tasks for monday.com is available for everyone in that monday.com account. Just add the app to each board directly from the item view in that board.
Where can I purchase a plan?
Recurring Tasks supports billing through monday.com. Ensure the app is installed in your account first, and then complete the following steps:
- Click on the ‘Installed Apps’ button located at the top-right corner of the apps marketplace. Click on Recurring Tasks.
- You will be redirected to the app's main page. Click on the ‘Billing’ tab found in the menu at the top left of your screen.
- Once in the Billing tab, click on ‘Upgrade plan’.
- Choose a plan to your liking based on what works best for you and your team! Once you select a plan, click on ‘Continue to checkout’, located at the bottom-right corner of your screen.
Pay by credit card or PayPal and click ‘Complete your purchase’ at the bottom right corner of your screen.Can I change my plan?How much are VAT charges and rates?What about privacy and security?
Can I change my plan?
If you purchased a paid plan and want to change it before it is renewed, please contact us through the support portal. If you are still in the trial phase, just cancel the current plan and purchase the one you prefer.
How much are VAT charges and rates?
VAT charges and rates vary based on the rules and regulations of the country in which you are making the purchase. For further information, please check with your Finance team or relevant authorities.
What about privacy and security?
Visit our End User License Agreement and Privacy Policy for more information.
Share your feedback
Have an idea for how we can improve Recurring Tasks? We'd love to hear from you! All suggestions and feature requests are very welcome. You can submit your feedback by completing the feedback form or contacting us directly. Either way, we’ll get back ASAP!
Need some help?
Our dedicated support team is on hand to get you where you want to be. Just raise a ticket in our support portal, and we’ll get back to you as soon as we can to see how we can help!