How to Set Up Recurring Tasks in monday.com

Overview

Recurring tasks—like weekly meetings, monthly reports, or daily check-ins—are common in many workflows. While monday.com doesn’t have a built-in “recurring task” feature like traditional calendar apps, you can easily set up recurring tasks using automations.

This article will guide you through how to create recurring tasks on your monday.com boards using automations and templates.

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? What Are Recurring Tasks?

Recurring tasks are tasks that repeat at regular intervals—daily, weekly, monthly, or on custom schedules.

In monday.com, recurring tasks are created automatically at scheduled times using automation recipes.

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?️ How to Create Recurring Tasks

Step 1: Create a Template Task

1. Add a new item (task) on your board.
2. Configure it with relevant columns:
   • Task name (e.g., “Weekly Team Meeting”)
   • Assignee
   • Due date
   • Status
   • Any other custom columns

? Pro Tip: Label this item something like “[TEMPLATE] Weekly Task” to easily identify it.

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Step 2: Use Automations to Duplicate the Task

1. Click “Automate” at the top of your board.
2. Choose “Create Custom Automation” or browse pre-built recipes.
3. Set the automation:

Example:

? “Every Monday at 9:00 AM, create an item in this group and set its values to match this template.”

Steps:

• Trigger: “Every time period”
• Action: “Create an item”
• Customize the new item fields (or reference the template task using the “Create a duplicate” option if using apps like Make.com or Zapier)

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Option 2: Use monday.com Apps (Advanced)

For more flexible recurring tasks (like copying from a template board or setting relative dates), you can use third-party automation tools:

• Make (Integromat)
• Zapier
• monday.com Apps Marketplace

Example: Use Make to duplicate a task from a template every first of the month and assign it automatically.

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⏳ Examples of Recurring Task Automation

Task Type	Frequency	Automation Trigger
Weekly Standup	Weekly (Monday)	Every Monday at 9:00 AM
Monthly Report Review	Monthly (1st)	Every month on the 1st at 8:00 AM
Daily Backup Check	Daily	Every day at 6:00 PM

? Tips and Best Practices

• Add a Status column to track completion each time a task recurs.
• Use Groups to organize recurring tasks by time period (e.g., “Week of June 10”).
• Combine with Dashboards to track recurring tasks across multiple boards.
• Consider using My Work to stay on top of all assigned recurring tasks.

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? Limitations

• monday.com does not currently support true recurring items (with auto-reset).
• No built-in support for “repeating after task is marked complete.”
• Automations must be set manually per recurrence schedule.

Need Help?

For assistance setting up recurring tasks or custom automations, contact your workspace admin or reach out to monday.com support.