Recurring tasks are a great way to stay on top of routine work that isn’t tied to an existing workflow. Instead of recreating the same task over and over, you can automate it directly from your dashboard.
Access Recurring Tasks
- Navigate to your Dashboard
- Select To Do
- In the top-right corner, click the Recurring Tasks icon(hovering over it will display “Recurring Tasks”)
This will open your Recurring Tasks view, where you can manage all existing recurring tasks.
Create a recurring task
- Click Add Recurring Task
- Fill out the task details:
- Title – Name of the task
- Description – Additional context or instructions
- Task Type – Same options as standard tasks
- Assignee – Choose Specific User, Round Robin All or Round Robin by Team as appropriate.
- Priority – Set urgency level
- Related cards and contacts (optional) – Link relevant records.
Set your schedule
In the scheduling section, define when and how often the task should repeat:
- Schedule – Choose:
- Weekly
- Monthly
- Yearly
- Time – Select when the task should be created
- Day(s) of the Week (for weekly schedules)
- You can select one or multiple days
- Repeat Interval
- Example: every week, every 2 weeks, every 4 weeks, etc.
- Repeat Start – Choose Now or On a date.
- Until – Choose Forever, Count or End date.
Review the displayed next occurrence after saving. A configured schedule is not proof that a task has been created; check Execution logs and the resulting task.
Set the due date
Define when each task should be completed:
- Same Day as the task is created
- Custom – Configure the due-date timing for each occurrence.
Save your recurring task
Click Create to finalize your recurring task.
Manage recurring tasks
Once created, your task will appear in the Recurring Tasks view as a rule. From here, you can:
- Edit the task
- See how many times it has run
- Pause or Delete it
- View Last Fired time
- Open Execution logs to review runs
The displayed next execution time is an estimate. Use Execution logs to check actual runs rather than treating the estimate as confirmation.
What happens when a task fires?
After a scheduled run, check Execution logs and open the resulting task. Confirm its assignee, due date and any related card or contacts. This dashboard schedule is separate from a board automation that creates tasks from a template; linking a card provides context but does not make the recurrence a board-automation rule.