This might be a long explanation, but here’s the workaround I did for our Facilities team who has regularly scheduled maintenance to do.
First, I had to create a separate board for these repeating tasks that would populate my targeted TASKS board, placing the newly created item into the TASKS Board when the date has been reached.
Each task line in this REPEATING TASKS board has a column for Desired Date, Every Month, Every 3 months, Every 4 months, Every 6 months and Every Year, plus a Scheduled [status] column (as well as Files and Assignment).
Then I had to create 5 automations for each recurring task segments of 1 month, 3 months, 4 months, 6 months and 1 year.
The automation is triggered by the Scheduled status set for each task.
For example, for an ‘every month’ trigger, the automation is:
“When EVERY MONTH arrives, create an item in [Target Board] and push Desired Date by 1 month and push [EVERY MONTH column] by 1 month.”
In the task line, I put the task name and then the date we want in the Desired Date and the Time Segment column. (We can also attach files and assign it to someone). Here’s how those key columns look:
Desired Date Every Month Scheduled
Jun 13 June 13 [Every Month]
Desired Date Every 3 Months Scheduled
September 25 September 25 [Every 3 Months]
When Desired Date arrives, the item goes to the target board with its files and assignment, and re-dates itself for the next time segment it has been given.
It’s a workaround I know, but it’s the only thing that will work for us until finally Monday.com gets this thing created. (Which has taken more than 5 years so far)