Monday.com is a versatile work operating system that simplifies team collaboration, project management, and task tracking.
Whether you’re a project manager, a content creator, or a team leader, you’ll find that recurring tasks in Monday.com are the game-changer you’ve been searching for. This can free up valuable time and mental bandwidth for more strategic, creative, and high-impact activities.
Creating Monday automations without coding is pretty easy. Monday.com has a detailed guide with troubleshooting information.
By the time we write this article, monday.com has implemented 13 recurring tasks.
You can find automation recipes in the automation center (mainly Facebook, Jira, Outlook and Gmail).
Here are some of the best practices to take the most out of recurring tasks settings:
Remember your team will need clarity to execute. Make sure all the information is available to avoid delays and the task is identifiable and easy to understand. For keeping tasks clear, you can:
Creating templates for usual tasks maintains consistency across your boards. Also the information is easily accessible as it is familiar to your team. For a better impact, you can:
Setting the right time in the tasks will keep everybody aware of the time period, this gives consistency to your project.
Team members you design as responsible will take ownership of the tasks assigned to them. Make sure to use this feature.
This feature connects your recurring tasks to others. It allows you to establish relationships and maintain task sequencing, consider using it whenever possible.
Break down your tasks into small multiple steps, additional actions settings will help you to keep track efficiently
There is a learning curve when it comes to setting the right recurrent task. Eventually by understanding the recurring automation dynamics, you will be able to even create your custom automations if necessary.
Use the description field to provide context. If applicable also guidelines or any information useful for the team members to complete a task.
It could be problematic at the beginning, but eventually automated actions will boost your productivity. You can automatically archive items, create and send notification messages, or trigger an action.
Another option is the usage of third-party apps. Whose may allow you to set complex recurrence patterns, trigger specific actions, and customize workflows to a greater extent.
Monday.com recommends to use the Recurring Tasks by Adaptavist
Consistency in approach and understanding of the platform’s capabilities can greatly enhance its effectiveness. If you need advice on how to implement recurring tasks in your company, schedule a free consultation with us.
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