How to set up recurring tasks and templates in monday.com for weekly workflows
Our team has weekly recurring work: status reports, team meetings, client follow-ups, data backups. Currently creating these manually every Monday. How do I set up recurring tasks in monday.com? I've seen the 'Recurring Tasks' feature but unclear on: - Can I create multiple recurring tasks at once? - How to handle tasks that vary slightly each week? - Any way to auto-populate from a template?
2 Answers
Here's how we handle recurring weekly tasks: Method 1: Native Recurring Tasks Use the Recurring task feature (Standard plan+). Set: Recurrence pattern (weekly), Day, Time. Works great for identical tasks. Method 2: Template Board (Better for variable tasks) 1. Create a 'Weekly Templates' board with your recurring tasks as items 2. Use this automation: 'Every Monday at 9am → Create item from template → Copy to Main Board' 3. Each week you get fresh tasks with your exact column setup Method 3: Master + Subitem (For complex recurring workflows) Create one master item per recurring project. Use subitems for each week's specific tasks. Automations can auto-create subitems weekly. Pro tip: We use Method 2 with a twist - the template board has 'Week Number' and 'Focus Area' columns. When copied, team lead updates these before the week starts. Keeps consistency but allows flexibility.
Be careful with recurring tasks - they can create clutter. We tried creating 15 recurring tasks per person per week. After 3 months, we had 500+ completed items cluttering boards. Now we use archive automations: 'When status = Done for 7 days → Move to Archive group'. Keeps active boards clean.