#1 Way to Create Recurring Tasks in Monday.com (Beginner Tutorial)

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  • Опубликовано: 26 июл 2024
  • ⭐ Want to try Monday for yourself? Use our affiliate link: processdriven.co/monday?...
    🚀 Monday Recurring Task Feature Request: community.monday.com/t/recurr...
    Searching for the best way to create recurring tasks in Monday.com? This beginner tutorial walkthrough shows you just that!
    In this video, we're breaking down six paths that allow users to have recurring tasks in Monday.com. Each approach has pros and cons, with some being easier than others. It's all a matter of preference and which solution works best for your use case.
    Let's get started!
    Here's what we'll cover:
    00:00 How to create Recurring Tasks in Monday.com
    00:44 You cannot create Recurring Tasks in Monday.com?!
    01:12 6 Workarounds for Creating Repeating Tasks in Monday.com
    01:36 #1: Duplicating Groups
    04:58 #2: Board-Wide Automation
    08:48 #3: Automation to Create a (New) Task
    10:05 #4: Notification Method
    12:55 #5: Automation per Value
    15:54 Bonus Tip: Leave an Audit Trail on Your Automation!
    17:46 #6: The PERFECT Solution
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Комментарии • 83

  • @LaylaPomper
    @LaylaPomper  Год назад +11

    Anyone else think these workarounds are little challenging? 🤯 I can't wait until the "perfect solution" happens!

    • @brentondickerson8976
      @brentondickerson8976 Год назад

      Everything about Monday is challenging IMO.
      I do appreciate the insight into other tools though. (I’m a clickup fan but briefly look at both Monday and infinity … both not going to cut it for me. Also I was a Process Street fan before ClickUp. )

    • @caitiebringerofjoy7775
      @caitiebringerofjoy7775 5 месяцев назад

      Over a year later and they just announced an update that its still not on their to-do list. When will we get the perfect solution??

    • @NoNameTnx
      @NoNameTnx 3 месяца назад +1

      @@caitiebringerofjoy7775 I just watched the video from Monday about how to work with recurring tasks and its working so i guess you need to update your video now

    • @caitiebringerofjoy7775
      @caitiebringerofjoy7775 3 месяца назад

      @@NoNameTnx Do you have a link to the video?

  • @BuroAssessoriaConsultoria
    @BuroAssessoriaConsultoria 2 месяца назад +2

    Thankyou! #5 saved my life.

  • @saramonika
    @saramonika 25 дней назад

    This was a GAMECHANGER for me!!! Thank you so much! And I LOVE your personality! Keep shining and being you :)

  • @rockyscarlet
    @rockyscarlet 11 месяцев назад +3

    Great job Layla!
    You explain it a lot better than the documentation.

    • @LaylaPomper
      @LaylaPomper  11 месяцев назад

      Happy to help! ☺️

  • @RachelReeveFitness
    @RachelReeveFitness 4 месяца назад +1

    Thank you that was so helpful! I hate how they want to charge an additional fee to use their automations app when it seems like it should just be a basic function of a work management app.

  • @andypetersel9183
    @andypetersel9183 Год назад +1

    Great video! Thank your effort, you explained everything very well. I was very close to quitting on Monday for recurring tasks and just use a recurring meeting in calendar or something like that. Als, I think your 5th solution is as close to perfect as it gets.

  • @annak1911
    @annak1911 Год назад

    Thank you so much for this tutorial! The 5th option works great for what I need!

  • @catholiccharitiessomn
    @catholiccharitiessomn Год назад +2

    this was really helpful! I have a bunch of tasks that repeat, and now I have a few different ways I can try to make them recur in Monday.

  • @michaelreinert5678
    @michaelreinert5678 Год назад

    Well done. Others give one method but you show many. Options are great. Thanks.

  • @kdragon1935
    @kdragon1935 4 месяца назад

    So very clear and well explained. Love your teaching style.

  • @guydicarlo
    @guydicarlo Год назад

    Thank you Layla, Great video.

  • @jimmyhudson3379
    @jimmyhudson3379 6 месяцев назад

    Thanks for the video! Super helpful to me.

  • @user-wv8oy3od3u
    @user-wv8oy3od3u Год назад

    Thank you so much. Used this for my current project

    • @LaylaPomper
      @LaylaPomper  Год назад +1

      I'm so glad this was helpful! Hope it goes well!

  • @kaitlynwood4441
    @kaitlynwood4441 7 месяцев назад

    Awesome tips :) thank you!

  • @shaynachshon
    @shaynachshon 4 месяца назад

    Thanks for a very clear tutorial

  • @iamashleyavila
    @iamashleyavila 6 месяцев назад

    Thank you!

  • @sub.owen.create
    @sub.owen.create 6 месяцев назад +1

    Really helpful video, explained and presented really well.
    Recurring tasks does seem to be one of the top reasons for having management software.
    New to Monday, was hoping to find a simple solution for managing a small sub contractor business but so far googles free options are almost as good. Keep notes, tasks, calendar, sheets, gmail and so on 🤔

    • @LaylaPomper
      @LaylaPomper  6 месяцев назад

      Yes, exactly! Glad you liked it!

  • @user-qv6ps4xz6e
    @user-qv6ps4xz6e 5 месяцев назад

    Hi! Thank you for this video. This video helped me with a need by using the every time period method. I did run into a snag. I want to create an item every March and August. The every time period does not allow this and that is frustrating. Also I liked, scribed, commented, and watched until the end!

  • @samiabdullahkareem
    @samiabdullahkareem 11 месяцев назад

    Hi Layla! Thank you so much for such valuable content you make for us. Respect From Dubai (UAE)

    • @LaylaPomper
      @LaylaPomper  11 месяцев назад +1

      So happy this was helpful to you. ☺️

    • @samiabdullahkareem
      @samiabdullahkareem 11 месяцев назад

      @@LaylaPomper stay blessed forever.😇

  • @carolinamurillo6826
    @carolinamurillo6826 Год назад +1

    This is the best video I found. It is incredible how well you explain the process. Just for recurring tasks, which software would you recommend?

    • @LaylaPomper
      @LaylaPomper  Год назад +1

      Hey Carolina! Good question!
      Currently, I think ClickUp has good options for recurrences. ClickUp recurrences are not perfect by any means, but they do provide a lot of flexibility.
      You can set tasks to recur Daily, Weekly, Monthly, Yearly, and on Custom Schedules.

  • @joepfaff1817
    @joepfaff1817 8 месяцев назад

    @LaylaPomper Awesome video, your step-by-step is solid, Thanks. How do you add 1 more layer to #5 and trigger when a due date occurs or is past to reset the task to "Working on It" and change the due date to Push to the next business date?
    When does the "EVERY DAY" occur? Midnight?
    My Syntex that is not working is:
    Every Day, if "Date" has passed and only if "Task Type" "Is" "Daily" then set "Status" to "Not Started" and then clear "Date Completed" and then push "Date" by "1 Business Day"

  • @BluHound51
    @BluHound51 Год назад

    Loving this content! Thank you.

  • @Timkast
    @Timkast 5 месяцев назад +1

    Thank you for this content! First option seems like the developer’s intended way to do it…right?

  • @adoug804
    @adoug804 8 месяцев назад

    Curious, when creating automation to create new item, it asks to set a date. But date in my example would be the upcoming Friday, not one fixed date. Is there a way to to set it to put due date as 5 days from date item is created?

  • @lewisevans2394
    @lewisevans2394 3 месяца назад

    How did you add the 'frequency?' column? i can't seem to find the correct column type!

  • @Cristina-mc2xk
    @Cristina-mc2xk Год назад +1

    Very nice video and nicely explained. Can you explain how to get the frequency column? It's not one of the choices provided and it doesn't come up when I searched for it.

    • @LaylaPomper
      @LaylaPomper  Год назад +1

      Uh-oh! I would reach out to monday.com and ask them to verify that you aren't experiencing a bug of some sorts.

    • @Cristina-mc2xk
      @Cristina-mc2xk Год назад

      @@LaylaPomper So it should be there; thanks for the feedback.

  • @antwill8283
    @antwill8283 Месяц назад

    Thanks for this! Do you have a tutorial on Cuppa?

  • @user-qs5lo7ux1x
    @user-qs5lo7ux1x 9 месяцев назад

    Hi Layla, great video. It unlocked so much for me. That said, I still can't figure out how to create history for my recurring tasks for audit trail purposes. I know that Activity Log is there, but wanted something within my board, any thought?

    • @LaylaPomper
      @LaylaPomper  9 месяцев назад

      If you are a member of the ProcessDriven Foundations program, reach out inside the member forum and we will be happy to help provide some additional options and solutions!

    • @miadeans8062
      @miadeans8062 5 месяцев назад

      Hi there, did you get a response to this? I also need a history for an audit trail

  • @DanielRios549
    @DanielRios549 10 месяцев назад

    Speaking about daily activities, I want to change the status and update the date, but I want this only when the day changes (at 12:00 a.m.), if the day is equal to the current day, it does have to change

    • @LaylaPomper
      @LaylaPomper  10 месяцев назад

      That will be interesting to see!

  • @kevinc5674
    @kevinc5674 Год назад

    hi Layla is it possible to move an item from one board to another when status changed? Thanks

    • @LaylaPomper
      @LaylaPomper  Год назад +1

      You can move items between Groups with an Automation -- yes! For details, check out: support.monday.com/hc/en-us/articles/360001222900-monday-com-Automations

  • @sergac4
    @sergac4 Год назад

    The value method is exactly what I was looking for but couldn't figure out how to create the custom column for frequency and got stuck.

    • @LaylaPomper
      @LaylaPomper  Год назад

      I'm happy this is helpful! Have you still been stuck?

  • @user-jx6gx2pu3f
    @user-jx6gx2pu3f 8 месяцев назад

    good presentation, not too fast.

    • @LaylaPomper
      @LaylaPomper  8 месяцев назад

      and not to slow!
      Thanks for the support ☺️

  • @njengathegeek
    @njengathegeek Год назад

    Next is Task automation in click up

    • @LaylaPomper
      @LaylaPomper  Год назад

      Is this what you’re looking for? 🙂 10 BEST ClickUp Automations for Small Businesses [ with Examples ]
      ruclips.net/video/WZ5mkfH_akQ/видео.html

  • @smartypantscoder6912
    @smartypantscoder6912 2 месяца назад

    You have "Hank Green" energy. Are you related?

  • @clivemorrison1336
    @clivemorrison1336 Год назад +1

    Don't leave click up

    • @LaylaPomper
      @LaylaPomper  Год назад +2

      Hey Clive! Thanks for the comment!
      This channel actually isn't associated with ClickUp (Maybe someday it will be -- that'd be cool!) so I'm producing content based on the topics (or tools) that folks ask for.
      In other words, don't worry!
      We're still going to be continuing to produce content AND services (like our Membership) tailoring to ClickUp for as long as it provides value to you and our audience.
      ProcessDriven's job is to help teams strengthen processes -- regardless of what tool someone likes best. 🙂

  • @javedrahman3040
    @javedrahman3040 Год назад +1

    This is SO ridiculous, I can't even

    • @LaylaPomper
      @LaylaPomper  Год назад

      Hey Javed! Thanks for your feedback :)

  • @IWTBFOY
    @IWTBFOY Год назад

    Nooooo you’re the ClickUp guru! You can’t go to Monday 😭

    • @LaylaPomper
      @LaylaPomper  Год назад +5

      😂 Don't worry, I'm not going anywhere!
      BUT I am experimenting to see if some of our frameworks can work across platforms because strong processes aren't/shouldn't be software-dependent. :)

  • @sofiaoriana9070
    @sofiaoriana9070 11 месяцев назад

    My team is sticking to paper because these apps are such a pain. Tried the first workaround, didn't work. Already invested too much time into this. Tired of counter-productive productivity apps. There shouldn't even be words like 'database' use for average people.

    • @LaylaPomper
      @LaylaPomper  11 месяцев назад

      Thanks for commenting. Paper and pen work great for some teams!

  • @tosha420
    @tosha420 Год назад +1

    Effort does not worth it

    • @LaylaPomper
      @LaylaPomper  Год назад

      Hey! Do you mind explaining what you mean?

    • @tosha420
      @tosha420 Год назад +1

      @@LaylaPomper These apps should make your life easier, not harder. I'd rather stay with my favorite TickTick in which I can set custom repeating cycles in couple clicks.

    • @Heymonale
      @Heymonale Год назад +1

      I agree. I am so surprised that this core productivity feature requires so many steps in a productivity/project management tool.

    • @sofiaoriana9070
      @sofiaoriana9070 11 месяцев назад

      @@tosha420 thanks I was seeking something like this!

    • @sofiaoriana9070
      @sofiaoriana9070 11 месяцев назад

      ​@@tosha420Just looked into this... it's seems so much easier and intuitive even compared with todoist! Not sure if I'm going to invest in paying for a plan but I hope this is the app I've been looking for. It seems great for personal use but not really for teams.