#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)

Тәжірибелік нұсқаулар және стиль

⭐ Want to try Monday for yourself? Use our affiliate link: processdriven....
🚀 Monday Recurring Task Feature Request: community.mond...
Searching for the best way to create recurring tasks in Monday.com? This beginner tutorial walkthrough shows you just that!
In this video, we're breaking down six paths that allow users to have recurring tasks in Monday.com. Each approach has pros and cons, with some being easier than others. It's all a matter of preference and which solution works best for your use case.
Let's get started!
Here's what we'll cover:
00:00 How to create Recurring Tasks in Monday.com
00:44 You cannot create Recurring Tasks in Monday.com?!
01:12 6 Workarounds for Creating Repeating Tasks in Monday.com
01:36 #1: Duplicating Groups
04:58 #2: Board-Wide Automation
08:48 #3: Automation to Create a (New) Task
10:05 #4: Notification Method
12:55 #5: Automation per Value
15:54 Bonus Tip: Leave an Audit Trail on Your Automation!
17:46 #6: The PERFECT Solution
/ / / / MORE FREE RESOURCES / / / /
💡 Watch our FREE strategy training here: loom.ly/ssAEAyI
📨 Get tips directly in your inbox: processdriven....
🌎 Join our FREE Facebook Group by visiting: processdriven....
📹 Want to steal our gear/setup/software stack? loom.ly/EUbf9Mg
/ / / / SUPPORT OUR WORK / / / /
🔥 Want to get your systems & processes in order? Consider joining #ProcessDriven Foundations™ at: loom.ly/wVmg54g
⏱️ Need to learn SmartSuite? Master the basics in just ONE day: loom.ly/tBdhzOo
🤓 Need to learn ClickUp? Master the basics in just ONE day: loom.ly/lnvReKc
🤝 Interested in becoming a Sponsor for the ProcessDriven KZread channel? Reach out directly at: loom.ly/GUtoxJo
/ / / / AFFILIATE DISCLAIMER / / / /
Affiliate Disclaimer: This post may contain affiliate links or sponsored content for which we may receive compensation. For details, visit processdriven....

Пікірлер: 86

  • @LaylaPomper
    @LaylaPomper Жыл бұрын

    Anyone else think these workarounds are little challenging? 🤯 I can't wait until the "perfect solution" happens!

  • @brentondickerson8976

    @brentondickerson8976

    Жыл бұрын

    Everything about Monday is challenging IMO. I do appreciate the insight into other tools though. (I’m a clickup fan but briefly look at both Monday and infinity … both not going to cut it for me. Also I was a Process Street fan before ClickUp. )

  • @caitiebringerofjoy7775

    @caitiebringerofjoy7775

    6 ай бұрын

    Over a year later and they just announced an update that its still not on their to-do list. When will we get the perfect solution??

  • @NoNameTnx

    @NoNameTnx

    4 ай бұрын

    @@caitiebringerofjoy7775 I just watched the video from Monday about how to work with recurring tasks and its working so i guess you need to update your video now

  • @caitiebringerofjoy7775

    @caitiebringerofjoy7775

    4 ай бұрын

    @@NoNameTnx Do you have a link to the video?

  • @andreastoe5127
    @andreastoe512718 күн бұрын

    Ha! The first 1:08 minutes you have completely nailed it! Exactly where I'm at and how I'm feeling right now.

  • @LaylaPomper

    @LaylaPomper

    18 күн бұрын

    🤣

  • @BuroAssessoriaConsultoria
    @BuroAssessoriaConsultoria3 ай бұрын

    Thankyou! #5 saved my life.

  • @RachelReeveFitness
    @RachelReeveFitness5 ай бұрын

    Thank you that was so helpful! I hate how they want to charge an additional fee to use their automations app when it seems like it should just be a basic function of a work management app.

  • @catholiccharitiessomn
    @catholiccharitiessomn Жыл бұрын

    this was really helpful! I have a bunch of tasks that repeat, and now I have a few different ways I can try to make them recur in Monday.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Glad it helped!

  • @rockyscarlet
    @rockyscarlet Жыл бұрын

    Great job Layla! You explain it a lot better than the documentation.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Happy to help! ☺️

  • @saramonika
    @saramonikaАй бұрын

    This was a GAMECHANGER for me!!! Thank you so much! And I LOVE your personality! Keep shining and being you :)

  • @LaylaPomper

    @LaylaPomper

    Ай бұрын

    Thank you so much!!

  • @sub.owen.create
    @sub.owen.create7 ай бұрын

    Really helpful video, explained and presented really well. Recurring tasks does seem to be one of the top reasons for having management software. New to Monday, was hoping to find a simple solution for managing a small sub contractor business but so far googles free options are almost as good. Keep notes, tasks, calendar, sheets, gmail and so on 🤔

  • @LaylaPomper

    @LaylaPomper

    7 ай бұрын

    Yes, exactly! Glad you liked it!

  • @andypetersel9183
    @andypetersel9183 Жыл бұрын

    Great video! Thank your effort, you explained everything very well. I was very close to quitting on Monday for recurring tasks and just use a recurring meeting in calendar or something like that. Als, I think your 5th solution is as close to perfect as it gets.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm so glad this was helpful!

  • @kdragon1935
    @kdragon19355 ай бұрын

    So very clear and well explained. Love your teaching style.

  • @LaylaPomper

    @LaylaPomper

    5 ай бұрын

    Thanks so much!

  • @prettharrington
    @prettharrington6 күн бұрын

    This was great! The monthly recurrence once DONE also needs to move to a monthly group for items done WHILE and at the same time being pushed back to recurring item with new due dates. Doable?

  • @user-qv6ps4xz6e
    @user-qv6ps4xz6e6 ай бұрын

    Hi! Thank you for this video. This video helped me with a need by using the every time period method. I did run into a snag. I want to create an item every March and August. The every time period does not allow this and that is frustrating. Also I liked, scribed, commented, and watched until the end!

  • @shaynachshon
    @shaynachshon5 ай бұрын

    Thanks for a very clear tutorial

  • @LaylaPomper

    @LaylaPomper

    5 ай бұрын

    Glad it was helpful!

  • @carolinamurillo6826
    @carolinamurillo6826 Жыл бұрын

    This is the best video I found. It is incredible how well you explain the process. Just for recurring tasks, which software would you recommend?

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Hey Carolina! Good question! Currently, I think ClickUp has good options for recurrences. ClickUp recurrences are not perfect by any means, but they do provide a lot of flexibility. You can set tasks to recur Daily, Weekly, Monthly, Yearly, and on Custom Schedules.

  • @annak1911
    @annak1911 Жыл бұрын

    Thank you so much for this tutorial! The 5th option works great for what I need!

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm so glad this was helpful!

  • @user-wv8oy3od3u
    @user-wv8oy3od3u Жыл бұрын

    Thank you so much. Used this for my current project

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm so glad this was helpful! Hope it goes well!

  • @Timkast
    @Timkast6 ай бұрын

    Thank you for this content! First option seems like the developer’s intended way to do it…right?

  • @samiabdullahkareem
    @samiabdullahkareem Жыл бұрын

    Hi Layla! Thank you so much for such valuable content you make for us. Respect From Dubai (UAE)

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    So happy this was helpful to you. ☺️

  • @samiabdullahkareem

    @samiabdullahkareem

    Жыл бұрын

    @@LaylaPomper stay blessed forever.😇

  • @michaelreinert5678
    @michaelreinert5678 Жыл бұрын

    Well done. Others give one method but you show many. Options are great. Thanks.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm so glad it helped!

  • @jimmyhudson3379
    @jimmyhudson33797 ай бұрын

    Thanks for the video! Super helpful to me.

  • @LaylaPomper

    @LaylaPomper

    7 ай бұрын

    Glad it helped!

  • @antwill8283
    @antwill82832 ай бұрын

    Thanks for this! Do you have a tutorial on Cuppa?

  • @LaylaPomper

    @LaylaPomper

    2 ай бұрын

    No, sorry

  • @kaitlynwood4441
    @kaitlynwood44417 ай бұрын

    Awesome tips :) thank you!

  • @LaylaPomper

    @LaylaPomper

    7 ай бұрын

    Glad you like them!

  • @joepfaff1817
    @joepfaff18179 ай бұрын

    @LaylaPomper Awesome video, your step-by-step is solid, Thanks. How do you add 1 more layer to #5 and trigger when a due date occurs or is past to reset the task to "Working on It" and change the due date to Push to the next business date? When does the "EVERY DAY" occur? Midnight? My Syntex that is not working is: Every Day, if "Date" has passed and only if "Task Type" "Is" "Daily" then set "Status" to "Not Started" and then clear "Date Completed" and then push "Date" by "1 Business Day"

  • @guydicarlo
    @guydicarlo Жыл бұрын

    Thank you Layla, Great video.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Hey! Happy to help :)

  • @Cristina-mc2xk
    @Cristina-mc2xk Жыл бұрын

    Very nice video and nicely explained. Can you explain how to get the frequency column? It's not one of the choices provided and it doesn't come up when I searched for it.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Uh-oh! I would reach out to monday.com and ask them to verify that you aren't experiencing a bug of some sorts.

  • @Cristina-mc2xk

    @Cristina-mc2xk

    Жыл бұрын

    @@LaylaPomper So it should be there; thanks for the feedback.

  • @lewisevans2394
    @lewisevans23944 ай бұрын

    How did you add the 'frequency?' column? i can't seem to find the correct column type!

  • @iamashleyavila
    @iamashleyavila6 ай бұрын

    Thank you!

  • @LaylaPomper

    @LaylaPomper

    6 ай бұрын

    You bet!

  • @DanielRios549
    @DanielRios54910 ай бұрын

    Speaking about daily activities, I want to change the status and update the date, but I want this only when the day changes (at 12:00 a.m.), if the day is equal to the current day, it does have to change

  • @LaylaPomper

    @LaylaPomper

    10 ай бұрын

    That will be interesting to see!

  • @user-jx6gx2pu3f
    @user-jx6gx2pu3f9 ай бұрын

    good presentation, not too fast.

  • @LaylaPomper

    @LaylaPomper

    9 ай бұрын

    and not to slow! Thanks for the support ☺️

  • @adoug804
    @adoug8048 ай бұрын

    Curious, when creating automation to create new item, it asks to set a date. But date in my example would be the upcoming Friday, not one fixed date. Is there a way to to set it to put due date as 5 days from date item is created?

  • @user-qs5lo7ux1x
    @user-qs5lo7ux1x9 ай бұрын

    Hi Layla, great video. It unlocked so much for me. That said, I still can't figure out how to create history for my recurring tasks for audit trail purposes. I know that Activity Log is there, but wanted something within my board, any thought?

  • @LaylaPomper

    @LaylaPomper

    9 ай бұрын

    If you are a member of the ProcessDriven Foundations program, reach out inside the member forum and we will be happy to help provide some additional options and solutions!

  • @miadeans8062

    @miadeans8062

    6 ай бұрын

    Hi there, did you get a response to this? I also need a history for an audit trail

  • @sergac4
    @sergac4 Жыл бұрын

    The value method is exactly what I was looking for but couldn't figure out how to create the custom column for frequency and got stuck.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm happy this is helpful! Have you still been stuck?

  • @BluHound51
    @BluHound51 Жыл бұрын

    Loving this content! Thank you.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    I'm so glad it was helpful!

  • @kevinc5674
    @kevinc5674 Жыл бұрын

    hi Layla is it possible to move an item from one board to another when status changed? Thanks

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    You can move items between Groups with an Automation -- yes! For details, check out: support.monday.com/hc/en-us/articles/360001222900-monday-com-Automations

  • @smartypantscoder6912
    @smartypantscoder69123 ай бұрын

    You have "Hank Green" energy. Are you related?

  • @LaylaPomper

    @LaylaPomper

    3 ай бұрын

    😂 if only!

  • @njengathegeek
    @njengathegeek Жыл бұрын

    Next is Task automation in click up

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Is this what you’re looking for? 🙂 10 BEST ClickUp Automations for Small Businesses [ with Examples ] kzread.info/dash/bejne/iY5pz82feMLHm7Q.html

  • @clivemorrison1336
    @clivemorrison1336 Жыл бұрын

    Don't leave click up

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Hey Clive! Thanks for the comment! This channel actually isn't associated with ClickUp (Maybe someday it will be -- that'd be cool!) so I'm producing content based on the topics (or tools) that folks ask for. In other words, don't worry! We're still going to be continuing to produce content AND services (like our Membership) tailoring to ClickUp for as long as it provides value to you and our audience. ProcessDriven's job is to help teams strengthen processes -- regardless of what tool someone likes best. 🙂

  • @javedrahman3040
    @javedrahman3040 Жыл бұрын

    This is SO ridiculous, I can't even

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Hey Javed! Thanks for your feedback :)

  • @IWTBFOY
    @IWTBFOY Жыл бұрын

    Nooooo you’re the ClickUp guru! You can’t go to Monday 😭

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    😂 Don't worry, I'm not going anywhere! BUT I am experimenting to see if some of our frameworks can work across platforms because strong processes aren't/shouldn't be software-dependent. :)

  • @sofiaoriana9070
    @sofiaoriana9070 Жыл бұрын

    My team is sticking to paper because these apps are such a pain. Tried the first workaround, didn't work. Already invested too much time into this. Tired of counter-productive productivity apps. There shouldn't even be words like 'database' use for average people.

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Thanks for commenting. Paper and pen work great for some teams!

  • @tosha420
    @tosha420 Жыл бұрын

    Effort does not worth it

  • @LaylaPomper

    @LaylaPomper

    Жыл бұрын

    Hey! Do you mind explaining what you mean?

  • @tosha420

    @tosha420

    Жыл бұрын

    @@LaylaPomper These apps should make your life easier, not harder. I'd rather stay with my favorite TickTick in which I can set custom repeating cycles in couple clicks.

  • @Heymonale

    @Heymonale

    Жыл бұрын

    I agree. I am so surprised that this core productivity feature requires so many steps in a productivity/project management tool.

  • @sofiaoriana9070

    @sofiaoriana9070

    Жыл бұрын

    @@tosha420 thanks I was seeking something like this!

  • @sofiaoriana9070

    @sofiaoriana9070

    Жыл бұрын

    ​@@tosha420Just looked into this... it's seems so much easier and intuitive even compared with todoist! Not sure if I'm going to invest in paying for a plan but I hope this is the app I've been looking for. It seems great for personal use but not really for teams.

Келесі