I am trying to create recurring tasks in a way that I have not figured out how to do.
I would like to create items with columns that somehow show the desired frequency of the task to be recurring.
Example 1
Task name: send monthly report
Frequency: monthly on the 15th
Example 2
Task name: send quarterly report
Frequency: quarterly on the 1st day of the quarter
Example 3
Task name: send annual report
Frequency: annually on Jan 15
Essentially, I would like to create a board of tasks and my desired frequency, and then I would like monday.com to automatically create tasks in a different board based on these tasks and their frequency.
Has anyone done this before, or does anyone have a recommended solution that may be slightly different and will solve my problem?
Thanks!
arubinomunoz
(Amalia Rubino - Upscale (part of The Adaptavist Group))
2
Hi!
We’ve been inspired by all these comments about creating this feature and good news, we went and created the app! We’ve just launched Recurring Tasks, which now allows you to create recurring/repeating tasks in your monday.com boards. It is currently in Beta so please download it, give it a try and we would love to know what you think. I’ll also be more than happy to directly feed it back to our team! If you want to book a chat with me directly, here’s my calendly: Calendly - Amalia Rubino Muñoz
Hi @allannudelman we recently launched a new app “Schedule Recurring Tasks” just for these types of purposes. You can set exact date when you want your task to repeat each
month, year or quarter. Apart from that you can also set target group and status for the created item and also due date to x days post item creation date.