Welcome to our guide on scheduling recurring tasks or events with automation in Monday.com. Streamline repetitive processes for efficiency. In this guide, we'll show you how to set up automation to create and manage recurring tasks effortlessly.
Log in to your monday.com account
First, log in to your monday.com account using your email and password. If you don't have an account yet, sign up for a free trial or choose a subscription plan suitable for your needs.
Create a new board or select an existing board
To schedule recurring tasks or events with automation, use an existing board where the tasks or events are located.
Add an "Automation" to the board
Click on the "Automate" button located at the top-right corner of the board, then click on the "+ Add Automation" button to open the automation center.
Choose the "Recurring task" automation
In the automation center, type "recurring" in the search bar and select the "Every time period, create an item" automation recipe. This automation will create a new task or event at a specified interval.
Configure the automation settings
Customize the automation settings by selecting the desired time period (daily, weekly, monthly, or yearly) and specifying the details for the task or event. You can also choose which group the new item should be created in. Click on "Create Automation" when you're done configuring the settings.
Edit the automation as needed
You can edit the automation at any time. To do this, click on the ellipsis (three dots) next to the automation and select "Edit" to modify the settings.
Delete the automation if necessary
If you no longer need the automation, you can delete it. To do this, click on the "Automations" button at the top-right corner of the board, find the automation you want to delete, click on the ellipsis (three dots) next to the automation, and select "Delete."
Congratulations! You've successfully learned how to schedule recurring tasks with automation in Monday.com. By leveraging automation, you can save time, reduce manual effort, and ensure that recurring tasks are always managed efficiently. Continuously fine-tune your automations to optimize your workflow and stay organized. Happy automating!