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

[@LaylaPomper]

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

[@brentondickerson8976]

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]

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]

@@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]

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

[@EBTLogistics]

@@NoNameTnx share link!! Can't find this.

[@andreastoe5127]

Ha! The first 1:08 minutes you have completely nailed it! Exactly where I'm at and how I'm feeling right now.

[@LaylaPomper]

🤣

[@rockyscarlet]

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

[@LaylaPomper]

Happy to help! ☺️

[@catholiccharitiessomn]

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.

[@LaylaPomper]

Glad it helped!

[@BuroAssessoriaConsultoria]

Thankyou! #5 saved my life.

[@EBTLogistics]

Totally agree, notification method is no bueno. Thank you so much for taking the time to do the work for us and showing me what I was looking for exactly!

[@LaylaPomper]

Glad it was helpful!

[@JohnBlackport]

Thanks. Best recurring task video I have found!

[@saramonika]

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

[@LaylaPomper]

Thank you so much!!

[@sub.owen.create]

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]

Yes, exactly! Glad you liked it!

[@RachelReeveFitness]

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.

[@kdragon1935]

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

[@LaylaPomper]

Thanks so much!

[@andypetersel9183]

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.

[@LaylaPomper]

I'm so glad this was helpful!

[@jamescanter1120]

this is a great, really helpful video - thank you

[@LaylaPomper]

Glad it was helpful!

[@annak1911]

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

[@LaylaPomper]

I'm so glad this was helpful!

[@samiabdullahkareem]

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

[@LaylaPomper]

So happy this was helpful to you. ☺️

[@samiabdullahkareem]

@@LaylaPomper stay blessed forever.😇

[@RCG-WorkOS]

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

[@LaylaPomper]

I'm so glad it helped!

[@LetsholoMotha]

Thank you so much. Used this for my current project

[@LaylaPomper]

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

[@prettharrington]

This was great! The monthly recurrence once DONE also needs to move to a monthly group for items done WHILE and at the same time being pushed back to recurring item with new due dates. Doable?

[@joepfaff1817]

@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"

[@jimmyhudson3379]

Thanks for the video! Super helpful to me.

[@LaylaPomper]

Glad it helped!

[@carolinamurillo6826]

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]

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.

[@shaynachshon]

Thanks for a very clear tutorial

[@LaylaPomper]

Glad it was helpful!

[@DanielRios549]

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]

That will be interesting to see!

[@Timkast]

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

[@kaitlynwood4441]

Awesome tips :) thank you!

[@LaylaPomper]

Glad you like them!

[@Cristina-mc2xk]

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]

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]

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

[@danicataboada]

I figured it out! It's called DROPDOWN. :)

[@guydicarlo]

Thank you Layla, Great video.

[@LaylaPomper]

Hey! Happy to help :)

[@danicataboada]

What column type did you use for the frequency?

[@danicataboada]

I figured it out! It's called DROPDOWN. :)

[@BlenGirma-c3j]

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]

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]

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

[@lewisevans2394]

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

[@danicataboada]

I have the same question as I am testing this option out. Layla?

[@danicataboada]

I figured it out! It's called DROPDOWN. :)

[@antwill8283]

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

[@LaylaPomper]

No, sorry

[@kevinc5674]

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

[@LaylaPomper]

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

[@iamashleyavila]

Thank you!

[@LaylaPomper]

You bet!

[@KenStenton]

good presentation, not too fast.

[@LaylaPomper]

and not to slow! Thanks for the support ☺️

[@BluHound51]

Loving this content! Thank you.

[@LaylaPomper]

I'm so glad it was helpful!

[@sergac4]

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]

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

[@smartypantscoder6912]

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

[@LaylaPomper]

😂 if only!

[@njengathegeek]

Next is Task automation in click up

[@LaylaPomper]

Is this what you’re looking for? 🙂 10 BEST ClickUp Automations for Small Businesses [ with Examples ] kzbin.info/www/bejne/jYuYnp6cfcSUobM

[@joekozlo1]

Why do you need a video with "work arounds" - It seems to me that if people are looking for a video like this the developers should make an easy way to do this without all the work arounds.

[@clivemorrison1336]

Don't leave click up

[@LaylaPomper]

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. 🙂

[@IWTBFOY]

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

[@LaylaPomper]

😂 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. :)

[@javedrahman3040]

This is SO ridiculous, I can't even

[@LaylaPomper]

Hey Javed! Thanks for your feedback :)

[@tosha420]

Effort does not worth it

[@LaylaPomper]

Hey! Do you mind explaining what you mean?

[@tosha420]

@@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]

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

[@sofiaoriana9070]

@@tosha420 thanks I was seeking something like this!

[@sofiaoriana9070]

​@@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.

[@sofiaoriana9070]

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]

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