How to Create Recurring Tasks in Monday.com CRM

Step-by-Step Process to Create Recurring Tasks in Monday CRM

Reach your goals faster by setting up automation of recurring tasks in Monday CRM with these quick steps. Let’s get started!

1. Create a New Group for Every Time Period

• Go to ‘Workflow center’, click the ‘Automation center’, and go to the ‘Custom automation’ builder. 
• Create an automation named ‘Every time period’ and name it by clicking ‘Then create a group.’

• Choose customizations like how often a new group is created, the name of the group, and the exact time at which it will be created. This removes the need to manually create new groups at the start of each month.
• Click ‘Create automation.’

2. Create a New Item for Every Time Period

• Go to ‘Workflow center’ and click ‘Create custom automation’ to go to automation builder. 
• In the field When this happens, click ‘Every time period’ and then select ‘Create a task’. 
• Then choose customizations like how often the task is created, the name of the task, and the exact time at which it will be created. You can choose the frequency ranging from daily, weekly, and monthly. 

• Click ‘Create automation.’

3. Notify Your Team for Every Time Period

• From the automation builder page, set up automatic notifications for your team. 
• To do this, click on the ‘+’ sign at the right-hand side of the page. A new line will be added to your automation ‘and then.’ Click ‘Notify’ from the drop-down menu. 
• Then, choose who you want to notify from the drop-down menu available. 
• Click on the ‘Notify’ option selected by you to type the notification message. 
• Click ‘Create automation.’

4. Duplicate a Group for Every Time Period

• From the automation builder page, you can duplicate a group at a given time period so that you do not have to rewrite each item manually when a particular format of the group is required. 
• Select the ‘Time period’ from available options like ‘every month,’ ‘weekly’, or ‘daily.’ You will also be able to select the exact time and date on which you want the duplication to take place. 
• In the next field, choose the group you want to duplicate through the options available in the drop-down menu. Click ‘Duplicate’ and choose the group name.

• Click ‘Create automation.’ 
• In the duplicated group, use ‘Batch actions’ to clear all the data from the original group. 
• Click on options like ‘Rename group’ or ‘Change the group color’ to make any desired changes.

• Then select all the rows, right-click on any one column, and choose the option most suitable to reset the column. Follow this for each column to reset it the way you want it. 

5. Using Recurring Tasks App to Create Recurring Tasks with Ease

• Click on the task that you want to set up as a recurring task. This will open up a side panel view. 
• Click on the ‘+’ sign at the top right corner of the side panel view and select ‘recurring task’ to make it visible in that panel. 

• In the ‘Recurring tasks’ tab view, select the ‘Start date.’
• Select one option from the drop-down menu of ‘Repeats every.’ Also choose the time periods in which you want the repetition to occur, for example, after every 2 weeks. This option is available below the drop-down menu. 

• Then choose the ‘End date’ of the recurring task in Monday CRM. You can either select a specific date as the end date, or you can choose the recurring task to end after a specific number of repetitions. 
• Click ‘Save’ for the recurring items or subitems to be automatically created on the Monday CRM boards. 

Wrapping Up