September 2024 brings an exciting update to TeamBoard on Monday.com—Recurring Tasks. If you’re tired of entering the same tasks over and over again, this new feature is for you!
Why Recurring Tasks?
Let’s face it, managing projects means dealing with a lot of repeat tasks—like weekly team meetings, monthly reports, or daily check-ins. Now, instead of manually adding these tasks every time, you can set them to repeat automatically. Sounds like a time-saver, right?
Here’s how you can start using Recurring Tasks to make your life easier.
Recurring Tasks in TeamBoard
Managing repetitive tasks just got a whole lot easier with the new Recurring Tasks feature in TeamBoard for Monday.com. If you find yourself entering the same tasks over and over—like weekly check-ins, monthly reports, or daily stand-ups—then this feature is perfect for you.
What are Recurring Tasks?
Recurring Tasks let you automate tasks that need to happen regularly. Instead of manually creating the same task every time, you can set it up once, and TeamBoard will handle the rest. Whether it’s daily, weekly, monthly, or custom intervals, your tasks will automatically repeat according to your schedule.
Once you’ve set it up, TeamBoard ensures your recurring tasks sync seamlessly with your workflow and show up at the right time, all while keeping your main Monday.com board organized.
How to Set Up Recurring Tasks
Setting up recurring tasks is super simple. Here’s a quick guide:
- Create a New Task: Just click on an empty space on your TeamBoard to create a new task.
- Choose ‘Repeat’: After creating your task, look for the ‘Repeat’ option that pops up.
- Pick How Often It Repeats: You can set your task to repeat daily, on weekdays, weekly, monthly, or set a custom schedule that works for you.
For example, let’s set up a Weekly Team Meeting. Choose ‘Weekly’, pick the day of the week, and set the time. You can also choose when you want the task to stop—like after a set number of meetings or by a specific end date.
You’ll have two options:
- Keep the same task repeating: This keeps the task repeating without adding new items to your table.
- Create new tasks each time: This option duplicates the task for each recurrence, so you can track them individually.
Once you’ve set it up, the recurring tasks will automatically appear in your project timeline—no more manual entries!
Editing Recurring Tasks
Need to make changes to your recurring tasks? It’s easy!
Just click on the task, and you’ll have the option to edit:
- Just this one task
- All future tasks
- The entire series of tasks
For example, if your weekly meeting moves to a different day, you can update it for all future meetings without affecting past ones.
Adding Recurring Tasks in Item View
You can also add a recurring task directly from the Item View. Just hit the plus button, set up the recurrence, and you’re all set. Everything will sync up on your TeamBoard and in the item view, making it easy to manage.
For more details on how to use Recurring Tasks in TeamBoard, refer to this detailed guide.
Benefits of Recurring Tasks
The Recurring Tasks feature in TeamBoard for Monday.com is designed to make project management easier and more efficient. Here are some key benefits:
1. Save Time
With Recurring Tasks, you no longer have to manually create the same tasks repeatedly. Once you set a task to repeat, it will automatically show up according to the schedule you’ve chosen. Whether it’s a daily check-in, a weekly meeting, or a monthly report, it will appear when needed without any extra effort.
2. Consistency in Workflow
Recurring tasks ensure that important tasks never slip through the cracks. By setting up tasks to repeat at regular intervals, you’ll stay on top of your deadlines and routine activities, keeping your projects running smoothly.
3. Reduce Errors
Manually re-entering the same tasks leaves room for mistakes—dates can get missed or tasks can be forgotten. Recurring Tasks eliminate these issues by automating the process, ensuring that tasks are consistently and accurately created at the right time.
4. Better Organization
Recurring tasks help keep your project timeline organized. When you set tasks to repeat, they automatically sync with your TeamBoard and Monday.com main table. This ensures that all team members are on the same page and nothing is overlooked.
5. Customization Flexibility
With the ability to set daily, weekly, monthly, or custom intervals, Recurring Tasks offer flexibility that fits your specific workflow. You can choose the recurrence that works best for your project, and even customize end dates or the number of occurrences.
6. Full Integration with Monday.com
Recurring tasks integrate seamlessly into your main monday.com board. You can choose to either repeat the task without creating new items or have each instance create a new task. This means you have full control over how tasks appear, keeping your board clean or duplicating items to track individual tasks more effectively.
This new feature is designed to keep everything running smoothly, so you can focus on what really matters—getting your work done!
If you have any questions about Recurring Tasks or need help, reach out to us at monday@devsamurai.com. We’re happy to assist you!
Keep an eye out for more updates coming your way. Happy managing!
