How to create recurring tasks in

Jack Wallen shows you how easy it is to create a recurring task in to help simplify your workflow.

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Every project consists of what seems like a never-ending deluge of tasks you have to create, manage and complete. But not every task is a one-off: Some tasks need to occur over and over and over, even at regular intervals. Such repetitive tasks could be a hassle to continuously create every time they’re needed. When you have such actions that need to be repeated, you can always turn to recurring tasks in

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Let’s say, for example, you have a daily meeting and you want that meeting to be automatically added to your scheduling board. How do you do this? You take advantage of the Automations tool. Let me show you how.

What you’ll need to create recurring tasks

The only thing you’ll need to create a recurring task is a account. The one thing you should know is that the Automations feature is not a part of either the Individual (free) or Basic ($8/seat/month) plans.

To add Automations, you must have a Standard ($10/seat/month), Pro ($16/seat/month) or Enterprise (contact sales) plan. If you’re using one of the two lower plans, you’ll need to migrate up the ladder a rung or two before you can create recurring tasks in

How to create a recurring task

Log in to your account and navigate to the Workspace that will make use of the recurring tasks. From any view in the Workspace, click Automate in the top right corner (Figure A).

Figure A

The Automate button.

In the resulting window (Figure B), click Create Custom Automation.

Figure B

The Automations window.

In the Custom Automation builder (Figure C), type every time period in the When This Happens text field.

Figure C

Creating a custom automation in

With Every Time Period added, click it to reveal the date picker (Figure D).

Figure D

The date picker for our custom automation.

Select the exact date and time for the task and then click the Then Do This field and type create item. With that added, click An Item and then in the pop-up (Figure E) customize the item to be added.

Figure E

Creating the item to be created daily as our recurring task.

After you’ve customized the item, click Create Automation and your recurring task is complete (Figure F).

Figure F

Our new recurring task has been created and is automatically enabled.

If ever you need to disable the recurring task, simply head back to Automations, click the Board Automations tab, and then click the ON/OFF slider for that task until it’s in the OFF position.

And that’s all there is to create a recurring task on Play around with this feature and you’ll find the Custom Automations tool to be very handy for the creation of some seriously useful recurring tasks. Keep those tasks coming.

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