Blinno AcademyNew

Try monday.com for 14 daysfor free

Blogfree tips

Automation of recurring tasks in monday.com
montag-schweiz logo

Written by blinno

27. March 2024

Do you know the situation, when you have tasks that come up every week and you have to write them down over and over again? What would you think if there was a solution for recurring tasks so that you only had to write them down once, and you were automatically reminded of them every week from now on?

monday.com makes it possible, thanks to its automations and workflows.

In this blog, we’ll tell you how you can automate recurring tasks on monday.com so you can save time and focus on the really important things.

Recurring tasks at the workplace

Recurring tasks are recurring activities or obligations that must be carried out regularly at a specific time or interval. These can occur on a daily, weekly, monthly or annual basis and are often an integral part of work processes and routines.

Let’s take a look at an example:

Let’s say you’re part of a marketing team responsible for a company’s social media presence. One of your recurring tasks is to create a weekly report on the performance of your social media channels every Monday. This includes collecting data on engagement rates, follower growth, clicks, etc. and creating a report that is sent to the management team.

If you are working with a monday.com dashboard, you can create your “Create Social Media Weekly Report” task and also add sub-items that include specific tasks such as collecting data, analyzing statistics, etc. You can create these tasks once and turn them into a task that repeats every week with its sub-items on your dashboard to save time and keep a better overview of your tasks;

Why automate tasks?

The automation of recurring tasks in monday.com is crucial to increase the efficiency and productivity of your team. Here are four reasons why automating these tasks is important:

Time saving:

Less manual work means more time for more important tasks.

Consistency:

Automation ensures consistent execution, minimizes errors and ensures compliance with standards.

Timeliness:

Tasks are completed regularly and on time, without manual monitoring.

Improved planning:

Automation facilitates better resource planning and organization, identifies bottlenecks and improves the efficiency of teamwork.

How to create recurring tasks in monday.com

A few examples of the automation of tasks

  • Create a new group in each period

Example: In our small soap company, we use the board below to keep track of all of our store’s stock orders each month. Every time a store needs to replenish a product, it requests the product and quantity via this board. We can then track the figures at the end of the month to see how much we should produce in the manufactory.

Since the groups on our board represent orders every month, we have to create a new group at the beginning of each new month. To ensure that a new group is created immediately each month, we have created a recurring Automation used.

To do this, first click on the automation center and the builder for user-defined automations. From there, create the automation “Every time period, then create a group”:

Now you just need to adjust the formula as we have done below. You can select how often a new group is created, what name it has and when exactly it is created.

With this automation, we no longer have to remember to create a new group at the beginning of each month, as monday.com does this for us automatically.

  • Create a new element in each period

If you have a single element (or task) that needs to be repeated from time to time, you can use a recurring automation to create it according to your desired rhythm.

In our soap company example, we manage the planning board below to keep track of all our daily tasks In this case, we have a meeting every day that constantly needs to be added to our board.

To ensure that we have a new element for our daily meeting every day, we set up the following automation Now every morning at 10 a.m. a brand new element with the title “Daily Meeting” is automatically created for us!

Automate your repetitive tasks with monday.com

Would you like to create automations and adapt them to your workflows? As a monday.com partner, we help you get the most out of monday.com through automation and integrations.

Contact us and book a free initial consultation with our team.

Conclusion

The feature to automate recurring tasks in monday.com offers numerous advantages for teams and organizations. It enables efficient use of time and resources, ensures consistency and adherence to standards, ensures that tasks are completed on time, and improves the planning and organization of workflows. By using this feature, teams can increase their productivity and focus on important tasks, while recurring tasks are completed smoothly and effectively.

Overall, the automation of recurring tasks in monday.com is a valuable tool to improve the efficiency and effectiveness of teams and promote the success of projects.

Source: monday.com

 

Share via

Blinno GmbH – the official monday.com GAS partner

Blinno GmbH is the official monday.com partner for the GAS region. We specialise in training, implementation, integration and monday.com consultancy. We also have a broad technical know-how and are experts in automating tasks, creating additional functions that you are missing and developing monday.com apps. We would be happy to help you get the full benefit of WorkOS.

Not sure if monday.com is right for you? We place great emphasis on honesty and transparency. In a free initial consultation, we will be happy to advise you on whether WorkOS could be the right choice for your company.

Share This