The Best Recurring Task Types For monday.com

Not all tasks need to repeat. In fact, if you're an active monday.com user, you might think that NO tasks should repeat considering monday doesn't have native support for this feature. However, anyone who has managed projects of any size knows there are times when every project, every week or month or quarter will have repeating tasks. The trick is identifying which tasks are the best for your various projects.

Let's explore the types of tasks you might encounter that would be a good fit for reccurence or repeating.

1. Team Meetings

Team meetings are a staple in most organizations, often occurring weekly or bi-weekly. These gatherings are essential for aligning team members on current projects, discussing roadblocks, and sharing updates. Setting up recurring tasks for team meetings on monday.com ensures that these important check-ins are never overlooked. By using apps like Recur, you can automate reminders and the creation of new agenda items each week, streamlining preparation and follow-up.

2. Project Updates

Regular project updates are crucial for keeping stakeholders informed and projects on track. Whether it's a weekly summary email or a monthly project dashboard review, automating these updates as recurring tasks can save significant time. This ensures that project leaders have a regular cadence for reporting progress, which can be critical for maintaining momentum and transparency.

3. Customer or Client Check-ins

Frequent check-ins with clients or customers ensure that communication lines remain open and that any issues are addressed promptly. Scheduling these as recurring tasks on monday.com can help manage these relationships effectively, ensuring that no client feels neglected. Automation can help prepare update reports or reminders for upcoming discussions, making each interaction more productive and focused.

4. Content Release Schedules

For marketing teams, content creation and publication are ongoing tasks that benefit greatly from being set as recurring. Whether it's blog posts, social media updates, or email newsletters, having these tasks recur on a fixed schedule ensures that content teams are consistently producing and distributing material. This helps in maintaining engagement with your audience and keeps your content strategy on track.

5. Compliance and Maintenance Checks

In industries where compliance and regular maintenance are mandatory, recurring tasks are not just beneficial–they're essential. Automating compliance checks or maintenance schedules on monday.com can help ensure that nothing falls through the cracks. This can include anything from software updates to safety inspections, which need to occur at regular intervals to meet legal and operational standards.

6. Financial Reporting

Financial tasks such as invoicing, budget reviews, and financial reporting often operate on a monthly or quarterly basis. Setting these tasks to recur automatically can help ensure that financial deadlines are met without a last-minute rush. Automations can prompt the preparation of necessary documents and reports, streamlining the financial management process and reducing errors.

Conclusion

While monday.com may not support recurring tasks natively, leveraging other solutions and third-party apps like Recur can transform your workflow by automating repetitive tasks. Identifying tasks that should repeat, such as team meetings, project updates, and compliance checks, can greatly enhance efficiency and ensure that critical functions are performed regularly. With the right setup, recurring tasks on monday.com can be a game-changer, helping teams stay organized and proactive across all their projects.