Get started
- Install Recurring Tasks & Templates from the monday.com marketplace (account admins install apps).
- On a board, click + Add view → Apps → Recurring Tasks & Templates.
- An account admin clicks Connect monday once, so the app can read the board and create items.
- Click New recurring task, pick a template, a schedule and a target group.
Free plan
Free is a full plan, no card needed: 3 recurring tasks, 5 templates, 200 items and subitems a month, up to 25 per run. Every feature in this guide is on Free. Paid plans only raise the limits; see pricing.
Templates
- A template is an item with its subitems or a whole group of your board.
- For each column choose what the copy gets: keep the value, clear it, the run date plus N days, the run week, or a fixed status label. People stay assigned.
- Columns monday does not let apps write (for example files, mirror and formula columns) are listed as “not copied”.
- The name can use tokens such as
{name},{date:YYYY-MM-DD},{week}and{month}.
Schedules
- Daily, weekly (one or several weekdays), monthly on day N (31 means the last day of shorter months) or on the last day, the n-th working day (Monday to Friday), every N days or every N weeks.
- A time and an IANA time zone, a start and an end date, pause and resume. A preview lists the next runs.
- Holidays and custom working days are not supported yet.
Each slot creates its items once, even if monday or our server is interrupted in the middle of a run: the app records what it is about to create and checks it on every retry. A run can be minutes late, and a failing run is retried every 5 minutes, but never past the next slot. After a longer outage only the latest missed slot runs; older ones are skipped, so your board is not flooded.
Reset a status
“Reset status every week or month” sets a status column of a group, or of listed items, back to the label you choose, for example “Not started” on Monday morning. Items you reset count toward the monthly limit.
Run log
Every schedule keeps a log of its latest runs (the last 100) with the items created or the reason a run failed. Run now runs a schedule immediately; clicking it twice never creates two copies.
Automation and Sidekick
In monday automations, the action “Create items from template” creates the items of a template when your trigger fires; with an item selected, the template’s subitems are added under it. Sidekick can set up a recurring task from chat; it asks you to confirm first.
Plans
Free, Basic ($12), Pro ($29) and Business ($59) per monday.com account and month, billed by monday.com. Limits are on the pricing page. If you move to a smaller plan nothing is deleted: the oldest schedules keep running and the ones above the limit fail their runs with a message in the run log until you delete some or upgrade. While a monday.com trial is active, the app applies Pro limits.
Your data
Templates, schedules and run logs are kept until you delete them or uninstall; everything is deleted when you uninstall. Details in the privacy policy and on the security page.
Roles & permissions
Account admins and board owners create and change templates and schedules; other members can see them; viewers and guests have read-only access. The app reads and creates items only on boards the person using it can open. It adds items (and resets the status you chose); it never deletes your items.
Questions? contact@crimsonfern.com · we reply within 2 business days.