Is the monday team in a position to create recurrences (and general automations) for single items and groups, rather than just the whole board?
For instance: every week I have certain tasks to complete on certain days but because the recurrance function applies to the whole board, i’ve have to have a seperate board completely for recurring items with groups for each day of the week. The only way I can get these tasks to recur is if i manually change the date to the following week once complete rather than select ‘done’
For example: Ideally, it would be amazing if I could set 1 item (not items within a group, or a board) to recur every monday @ 9am. So when i’ve completed that item, I would select ‘done’ status and it would automatically pop up next monday at 9am.
Would be most grateful for any support or advice you can offer around this suggestion.
Hello @Jo_Simmons ,
I think the Duplicates and Uniques might help you out there. What you can do is to create that item in a group and then in the app, select that group and the copy option to copy the item from that group to your desired group. Next, you can save that as a template and make the template run everyday at 9am. So everyday at 9am, you will have a recurring item ready for use.
You can reach out at support@kolaai.com if you have any further questions.
Thank you.
@Jo_Simmons at this time, any autoamtion recipe you add to the board will work across the whole board at once. If you’d like this to be a bit more granular, you could use a Status column with custom labels that would represent certain recurring tasks within your workflow. You’d then be able to set up a recipe like:
“When Status changes to Done, and Type of Task is MondayRecurring9AM, push Due date by 7 days”
Alternatively, you could create a new item on the same board as well.
What do you think, would any of those work? I also moved this topic to a different section that focuses on Automation Workflows, as I think you’d have more opinions and suggestions there.
Thanks so much for your feedback, unfortunately this recipe does not exist. For example, you suggested:
“When Status changes to Done, and Type of Task is MondayRecurring9AM, push Due date by 7 days**”**
I cannot find a recipe for the middle section of this 'and Type of Task is’. I am only presented with 2 options (‘person is someone’ and ‘status is something’) see screenshot attached. Is this a recipe that can be added i.e. a specific task recipe? I think this would be a great idea, then people can select the task within a board that the recipe is applicable to only which would be epic!
Hello @Jo_Simmons,
Plans start at $39. You can read about the differences between the plans here . If you have any questions or concerns, you can reach out to me at alfred@kolaai.com
I think what @AlexSavchuk was suggesting was creating a status type column called “Type of Task” that would include values such as “MondayRecurring9AM”. You would then be able to identify which tasks would be controlled by which automations.
