#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)
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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
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Пікірлер: 86
Anyone else think these workarounds are little challenging? 🤯 I can't wait until the "perfect solution" happens!
@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
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
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
4 ай бұрын
@@NoNameTnx Do you have a link to the video?
Ha! The first 1:08 minutes you have completely nailed it! Exactly where I'm at and how I'm feeling right now.
@LaylaPomper
18 күн бұрын
🤣
Thankyou! #5 saved my life.
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.
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
Жыл бұрын
Glad it helped!
Great job Layla! You explain it a lot better than the documentation.
@LaylaPomper
Жыл бұрын
Happy to help! ☺️
This was a GAMECHANGER for me!!! Thank you so much! And I LOVE your personality! Keep shining and being you :)
@LaylaPomper
Ай бұрын
Thank you so much!!
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
7 ай бұрын
Yes, exactly! Glad you liked it!
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
Жыл бұрын
I'm so glad this was helpful!
So very clear and well explained. Love your teaching style.
@LaylaPomper
5 ай бұрын
Thanks so much!
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?
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!
Thanks for a very clear tutorial
@LaylaPomper
5 ай бұрын
Glad it was helpful!
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
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.
Thank you so much for this tutorial! The 5th option works great for what I need!
@LaylaPomper
Жыл бұрын
I'm so glad this was helpful!
Thank you so much. Used this for my current project
@LaylaPomper
Жыл бұрын
I'm so glad this was helpful! Hope it goes well!
Thank you for this content! First option seems like the developer’s intended way to do it…right?
Hi Layla! Thank you so much for such valuable content you make for us. Respect From Dubai (UAE)
@LaylaPomper
Жыл бұрын
So happy this was helpful to you. ☺️
@samiabdullahkareem
Жыл бұрын
@@LaylaPomper stay blessed forever.😇
Well done. Others give one method but you show many. Options are great. Thanks.
@LaylaPomper
Жыл бұрын
I'm so glad it helped!
Thanks for the video! Super helpful to me.
@LaylaPomper
7 ай бұрын
Glad it helped!
Thanks for this! Do you have a tutorial on Cuppa?
@LaylaPomper
2 ай бұрын
No, sorry
Awesome tips :) thank you!
@LaylaPomper
7 ай бұрын
Glad you like them!
@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"
Thank you Layla, Great video.
@LaylaPomper
Жыл бұрын
Hey! Happy to help :)
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
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
Жыл бұрын
@@LaylaPomper So it should be there; thanks for the feedback.
How did you add the 'frequency?' column? i can't seem to find the correct column type!
Thank you!
@LaylaPomper
6 ай бұрын
You bet!
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
10 ай бұрын
That will be interesting to see!
good presentation, not too fast.
@LaylaPomper
9 ай бұрын
and not to slow! Thanks for the support ☺️
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?
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
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
6 ай бұрын
Hi there, did you get a response to this? I also need a history for an audit trail
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
Жыл бұрын
I'm happy this is helpful! Have you still been stuck?
Loving this content! Thank you.
@LaylaPomper
Жыл бұрын
I'm so glad it was helpful!
hi Layla is it possible to move an item from one board to another when status changed? Thanks
@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
You have "Hank Green" energy. Are you related?
@LaylaPomper
3 ай бұрын
😂 if only!
Next is Task automation in click up
@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
Don't leave click up
@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. 🙂
This is SO ridiculous, I can't even
@LaylaPomper
Жыл бұрын
Hey Javed! Thanks for your feedback :)
Nooooo you’re the ClickUp guru! You can’t go to Monday 😭
@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. :)
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
Жыл бұрын
Thanks for commenting. Paper and pen work great for some teams!
Effort does not worth it
@LaylaPomper
Жыл бұрын
Hey! Do you mind explaining what you mean?
@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
Жыл бұрын
I agree. I am so surprised that this core productivity feature requires so many steps in a productivity/project management tool.
@sofiaoriana9070
Жыл бұрын
@@tosha420 thanks I was seeking something like this!
@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.