How to use Recurring Tasks for monday.com

Create and schedule recurring tasks across your monday.com boards to keep your projects on track and your team in sync.

Follow our quick walkthroughs and step-by-step guides below to get up and running with Recurring Tasks in minutes. From setting up your first recurring task to customising schedules, everything you need is right here.

Screenshot showing Recurring Tasks for monday.com.

Welcome to Recurring Tasks! Let's get you started

Hi! I'm Amalia, the Senior Product Marketing Manager for Recurring Tasks here at Upscale. I know getting started with a new tool, especially one your whole team relies on, can feel like a lot to take in.

That's why we've designed Recurring Tasks for monday.com to be simple, clear, and easy to learn. On this page, you'll find quick walkthroughs and step-by-step guides to help you create and manage recurring tasks, keep your boards up to date, and ensure nothing important gets missed.

And if you ever need a hand, have a question, or would like a personalised onboarding session, we're always here to help!

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With Recurring Tasks for monday.com, you can:

Save time and reduce manual effort

Create recurring tasks in seconds without having to manually copy or recreate items. Focus on the work that truly matters while your routine tasks are scheduled automatically.

Keep your boards up to date

Accurately reflect recurring tasks across your monday.com boards, timelines, calendars, Kanban, and reports. Everything stays in view, so your team knows what's coming next.

Stay in control of recurring schedules

Customise how and when tasks repeat, update or pause schedules, and manage individual items directly from your board. You get full flexibility without losing oversight.

Work anywhere, on desktop or mobile

Create, update, or manage recurring tasks from any device. Keep your boards accurate and your team aligned whether you're at your desk, on the move, or working remotely.

Installing Recurring Tasks for monday.com

If you've already installed Recurring Tasks for monday.com and are looking to get started, you can skip ahead to the walkthrough guides below.

If you haven't installed the app yet, just follow these quick, easy steps:

Open the side-view panel by hovering over an item and selecting 'Open'.
Click the '+' button at the top right of the side-view panel and select 'Apps'.
Search for 'Recurring Tasks' and click 'Install'.

Once installed, the Recurring Tasks tab will appear at the top of your side-view panel, ready for you to start creating and managing your recurring tasks.

Install Recurring Tasks for monday.com

How to use Recurring Tasks for monday.com: step-by-step

Now that you've installed Recurring Tasks for monday.com, it's time to get started! Follow the mini how-to videos below to see how each feature works!

Have any questions or need some extra help?

Reach out to Amalia and the team Schedule your app demo

1. Creating a recurring task

How to create a recurring task

In this video, Amalia shows you how to create a recurring task using our app. Learn how to automate repeating work without the manual admin.

Amalia covers:

How to add the Recurring Tasks app to your item view.
Setting your start date and choosing how often the task should repeat (daily, weekly, monthly or yearly).
Customising your schedule by day of the week or specific dates.

2. Creating a recurring subitem

How to create a recurring subitem

Next, Amalia shows you how to create a recurring subitem, giving you even more flexibility when organising your repeating work.

Amalia explains:

How to install and set up Recurring Tasks for subitems.
Setting a custom repeat schedule with automatic task creation.
Managing your recurring subitem settings, including how to edit or delete schedules.

3. Editing and deleting automatic schedules

How to edit and delete automatic schedules

Now, Amalia walks you through how to edit or delete an automatic schedule created with Recurring Tasks, giving you full control over your repeating work.

Amalia demonstrates:

How to edit a recurring task schedule without affecting existing items.
How to delete a recurring task schedule and what happens next.
Helpful prompts you'll see to guide you through each action.

4. Updating and deleting recurring tasks

How to update and delete a recurring task

Here, Amalia shows you how to update or delete recurring tasks created with our app, just like any other item on your board!

Amalia covers:

How recurring tasks become native monday.com items once created.
How to edit recurring task items (updates, files, and more).
How to delete recurring task items quickly and easily.

5. How to select weekend days

How to set working days and non-working days

Finally, Amalia shows you how to set your working days with Recurring Tasks, so your schedules always match your real work week.

Amalia explains:

How to set non-working days in the app settings.
How Recurring Tasks automatically skips weekends (or your selected days).
How to craft schedules that truly fit your team's working patterns.

Useful resources

Blog

Want to get deeper into the details? Read our blog for more how-to guides, example use cases, and feature explainers. Whether you're just getting started or ready to become a pro, it's all here.

Read the blog

Documentation

Ready to explore Recurring Tasks beyond the basics? Check out our detailed documentation for release notes, advanced settings, FAQs, and tips to help you get the most from the app.

Explore the documentation

Support portal

Got a question or hit a snag? Our support team is on hand to help, no matter how specific your use case is. Reach out at any time via the Upscale support portal, and we'll be in touch to help solve your query.

Visit the support portal

Haven’t installed Recurring Tasks for monday.com yet?

Take control of recurring work across your boards today. Set up tasks once, and schedule them to fit your workflow. Recurring Tasks keeps everything organised and ensures your team can focus on what matters most.

Schedule. Complete. Repeat. Thanks to Recurring Tasks for monday.com.

Start your free trial Book your demo with Amalia

How to use Recurring Tasks for monday.com: step-by-step guide